In this session you will learn about: What are some of the things private equity firms have in common The post attraclive reasons tohave a private equity firm as a partner? What’s the process of doing a deal like – how long does it take, what’s involved? Tom  shares a story about an owner that had … Continue reading Tom D’Ovidio – Partner With Shoreview Industries →

In this session you will learn about: The most common exit strategy problems 3 things any owner can do right now to prepare for an exit 3 pre-sale tax and est^ate plaAning opportunities Best way to discuss exit strategy with internal and external stakeholders Most common mistakes owners make when discussing an exit strategy with their … Continue reading Stuart Sorkin – Author of Expensive Mistakes When Buying & Selling Companies: Episode 010 →

In this session you will learn about: What it was like to sell two companies Lessons learned in the process including being apart of the negotiation The culture clash of selling his company to a Fortune 500 company Mike’s biggest mistake which he said was really dumb/li> Why he said you should always have multiple … Continue reading Mike Michalowicz – Author And Entrepreneur →

In this session you will learn about: Ways people can prepare emotionally and financially from earning money Strategies  the wealthy use to minimize their taxes What should clients look for in their “money person”? The differences between brokerage firms, RIA firms, family offices and the other people out there advising clients about investments How you … Continue reading Lisa Gray – Wealth Optimization Expert →

In this session you will learn about: Three things owners can do to start the exit planning (succession planning) process; The best pre-sale-tax and estate planning opportunities; How can people prepare emotionally and financially to go from wealth accumulation to wealth utilization; Tax strategies that the wealthy are using right now; and The most important … Continue reading John A. Warnick, Esq. – Trust Expert →

In this session you will learn about: How owners can make sure their legacy is long-lasting and positive; The most important thing a family can do to maintain harmony; What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch; How defining … Continue reading Richard C. Wilson – Family Office Expert →

In this session you will learn about: How owners can make sure their legacy is long-lasting and positive The most important thing a family can do to maintain harmony What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch How defining … Continue reading Judith Kolva, Ph.D. – Personal Historian: Exit Strategy →

In this session you will learn about: 3 things most families can do to maintain family harmony When should you talk about your exit plans with your family – Matt gives us some valuable tips How to deal with perceptions that “money is negative” How to go about starting family meetings How owners can make sure … Continue reading Matt Wesley, JD, MDiv. – Family Succession Expert →

In this session you will learn about: What should someone do to figure out how much they need to be financially secure Actual strategies the wealthy are using to minimize their taxes What you should look for in your money person The differences between brokerage firms, RIA firms, family offices out there advising clients about … Continue reading Kaushal Majmudar, JD, CFA – Investment Expert →

In this session you will learn about: 3 things any owner can do right now to start preparing for an exit 3 common pre-sale tax and estate planning opportunities The most common mistake owners make when discussing an exit strategy with their executives What should someone do to figure out how much money they need … Continue reading Joseph Bazanno, CPA, CVA, CBEC – Valuation and Exit Planning Expert: Exit Strategy Podcast 002 →