538. Beyond the Boom: Creating Fair Valuation for Lasting Legacy
Description
In this episode of Daily Influence, host Brandon Cohen sits down with Brian Smith to explore how one family-owned business navigated a peak in industry demand while planning for the future. With succession on the horizon, the owners sought a clear, fair valuation—one that reflected long-term worth, not short-term spikes.
Brian shares how applying objective financial principles and the SMART Management model helped uncover the business’s true value and reshape its succession plan. The result? A transition that honored both generations and set the stage for a confident, strategic future.
Whether you're considering selling, transitioning ownership, or simply want to understand your business’s real worth, this episode offers insight into building a legacy grounded in clarity and intention.
United States
