In a business appraisal, the numbers will always matter — but how they're communicated can have just as much impact on value.
Charlie Stanton, CFA and founder of Stanton Valuation Advisors, believes every valuation tells a story. Drawing from his work in estate planning, litigation, and succession, he explains how storytelling can transform the way a business's worth is understood.
This episode explores the eight elements every appraisal story should include, why owning your narrative builds buyer trust, and how a clear, consistent story can make your business more saleable.
In this episode, you will:
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Learn how to communicate risks without hurting your valuation
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Understand the impact of transfer restrictions and illiquidity on appraisal outcomes
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Understand why regulatory appraisals differ from deal-market valuations
Highlights:
(00:00) Meet Charlie Stanton
(03:01) Why every valuation is really a story
(09:31) Building trust with a transparent narrative
(14:52) Valuation for different purposes
(17:14) Fair market value vs. market value explained
(21:00) Understanding control and marketability discounts
(27:44) The difference between appraisers and deal advisors
(33:22) Advice for owners who want to increase business value
Resources:
For past guests, please visit https://www.defendersofbusinessvalue.com/
Follow Charlie:
Connect on LinkedIn: https://www.linkedin.com/in/charles-stanton-cfa-b8172591/
Email: charlie@stantonvalue.com
Learn more about Stanton Valuation Advisors: https://stantonvalue.com/
Follow Ed:
Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/
Instagram: https://www.instagram.com/defendersofbusinessvalue/
Facebook: https://www.facebook.com/bvdefenders
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