How policy shifts and market dynamics will reshape business valuation in 2025
As 2025 unfolds, America stands at a crossroads—politically, economically and globally. A new administration is ushering in bold policy changes that will send ripples across every industry, every market and every main street business. For financial advisors, business owners and investors alike, the ability to understand and navigate this dynamic environment is more important than ever.
That's why BizEquity's latest 2025 outlook is essential reading.
In this follow-up to part one (which explored growth fundamentals and valuation multiples), BizEquity's Chief Valuation Officer Scott Gabehart takes a deep dive into the macroeconomic forces set to shape the U.S. economy under President Trump's new administration. From aggressive deregulation and energy reform to sweeping tariff plans and a looming fiscal reckoning, this analysis covers the policies and market signals that matter most.
Key themes include:
Trump's '3-3-3 Plan': A roadmap to reducing the federal deficit, boosting GDP growth and supercharging domestic energy production.
A roadmap to reducing the federal deficit, boosting GDP growth and supercharging domestic energy production. Tariffs and trade realignment : How proposed 10–60% tariffs could disrupt global trade flows—and trigger strategic realignments in industries like tech, manufacturing and agriculture.
: How proposed 10–60% tariffs could disrupt global trade flows—and trigger strategic realignments in industries like tech, manufacturing and agriculture. DOGE : The Department of Government Efficiency : A new advisory force led by Elon Musk is tasked with identifying waste, streamlining government operations and restoring public trust.
: : A new advisory force led by Elon Musk is tasked with identifying waste, streamlining government operations and restoring public trust. Deregulation revival: The return of regulatory rollbacks aimed at igniting private sector innovation, unlocking capital and stimulating M&A activity.
The return of regulatory rollbacks aimed at igniting private sector innovation, unlocking capital and stimulating M&A activity. Interest rates, inflation & 'Animal Spirits': Why monetary policy shifts and investor sentiment could be the true drivers of economic velocity and valuation in 2025.
Whether you're advising clients, managing a business, or allocating capital, this whitepaper offers data-driven insights into the risks and opportunities ahead. With valuation impacts tied directly to macroeconomic trends, understanding where we're headed isn't just smart—it's strategic.
Download the full whitepaper now and discover:
How proposed policy shifts could reshape market valuations
The likely trajectory for inflation, interest rates, and consumer confidence
What business owners and advisors need to prepare for in a rapidly evolving landscape
Read the full report here – BizEquity 2025 Outlook: The impact of government policy on business valuations in 2025
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