In this episode of Supply Chain Chats, Lisa Anderson talks with Michael Koeppel, director and founder of Lakelet Advisory Group, about the growing role supply chains play in business valuation.
As supply chains have become more complex, valuation models have evolved. Michael Koeppel, Managing Director & Founder of Lakelet Advisory Group, explains how globalization, tariffs, labor shortages and longer, less predictable manufacturing processes are reshaping how risk is assessed — particularly when it comes to working capital, inventory strategy and cash flow.
They discuss why just-in-time inventory is increasingly difficult to sustain, how supply chain fragility impacts valuation multiples and what business owners and leaders should understand about the financial implications of their supply chain decisions. Lisa and Michael also address how artificial intelligence and SIOP (Sales Inventory Operations Planning) fuel supply chain performance and business valuations.
This conversation highlights a critical shift: supply chains are no longer just operational — they are a material driver of enterprise value.
Watch the full conversation to understand how supply chain strategy directly influences business valuation and long-term value creation.
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