Lunch & Learn Case Study Series Part 2: Valuation and Operational Efficiencies


Program produced by XPX South Florida.

This is our second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we will be focusing on calculation and enhancement of business value. Our panel will discuss three methodologies of valuation: asset, market and income approaches.

Click here to download the case study & here to dowload the financial statements.


Jay Reardon
Director of Valuation Services

Jay is a Director in the valuation services practice at RSM with 17 years of experience. Jay provides business valuation services for estate and gift tax purposes, management planning, corporate restructuring, and valuations for financial reporting purposes. Jay is an Accredited Senior Appraiser (ASA) in Business Valuation from the American Society of Appraisers. 

Jonathan Kudary
Director of Valuation Services
Daszkal Bolton

Jonathan is a Director in the Business Valuation Department at Daszkal Bolton. Jonathan’s background includes valuation, transaction advisory, intangible asset and corporate planning for businesses in all industries. Jonathan’s ten years of experience include time with Deloitte and Cherry Bekaert.

Tara A. Marino
Managing Director

Tara A. Marino, ASA, is a Managing Director in the valuation advisory services practice at CohnReznick with more than 15 years of experience. Tara provides valuations of entire businesses, business interests, equity securities, and intangible assets for financial reporting, tax, and advisory purposes including, purchase price allocations (ASC 805, Business Combinations), goodwill and other indefinite-lived asset impairment (ASC 350, Intangibles – Goodwill and Other), common stock valuations (ASC 718, Compensation – Stock Compensation and IRC 409A), estate and gift tax, and strategic planning.


John Archer
Tax Partner

Updated: Apr 26, 2022

About the author
Cheryl Centeno of XPX Global is a member of XPX

You'd like to learn more about XPX and increase your visibility as a member.