Master Your Money: Genius Strategies for Wealth Creation - David Flores and Harry Sardinas

Meet David Flores Wilson—Managing Partner and powerhouse financial advisor—who’s on a mission to help entrepreneurs not just grow wealth, but build with the exit in mind! In this high-impact episode, David unleashes proven strategies for boosting business value, crafting killer exit plans (think private equity or strategic buyers), and achieving true financial independence. He dives into the power of surrounding yourself with the right team, learning from peers, and aligning your personal values with business goals. But it’s not just about dollars and deals—David champions holistic success: embracing change, giving back, staying healthy, and investing smart to crush risk and fuel long-term freedom.

About The Guest

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.

Timestamp

00:00 - Introduction and Guest Welcome

00:19 - Entrepreneurial Financial Planning

00:53 - Importance of Business Structure

02:05 - Building Business Value

03:18 - Challenges and Missteps in Business Growth

08:19 - Secrets to Scaling Business

13:20 - Balancing Business Investments with Risk Management

26:18 - Preparing Business for Exit

30:14 - Fear of Success and Post-Exit Planning

32:24 - Introduction to Business Transition

32:34 - Preparing Personal Values and Time Management

32:44 - Importance of Volunteering and Community Engagement

33:00 - Challenges of Selling a Business

34:28 - The Need to Let Go

34:49 - Entrepreneurial Growth and Skills

36:42 - Business Growth and Exit Strategy

38:19 - Employee Stock Ownership Plans (ESOPs)

39:52 - Personal Well-being and Entrepreneur's Lifestyle

41:21 - Conclusion and Contact InformationAbout The Host

Harry Sardinas is an Exponential Business Growth Strategist, Empowerment, Leadership, Public Speaking and Business Coach living in London, Influencer with 283,000+ followers, Events Organizer-connecting investors and entrepreneurs with opportunities. Harry helps companies to turn their products into global brands from the stage and he mentors tech companies and businesses to Get Pitch Ready and Investment Ready.

Feel free to connect with me here: to explore about events, speaking, branding and marketing solutions for entrepreneurs and influencers. I am launching a collaborative book for entrepreneurs who have sold at least 1 million pounds. Message me (Harry) +447775596554 to collaborate.

If you want to be featured on this podcast, and you're a successful entrepreneur able to share about how you grew your company, book your spot here: -

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IMPORTANT: Earnings and Legal Disclaimers

We don’t believe in get-rich-quick programs or guarantees of specific outcomes. We believe in hard work, adding value, and serving others, and our programs are designed to help you achieve those goals. As stated by law, we cannot and do not make any guarantees regarding your ability to achieve financial results, earn money, or improve your health using our ideas, information, programs, or strategies. Your success depends on your own efforts, skills, and circumstances, which are beyond our control.

We are here to support you by sharing our strategies to help you progress, but nothing on this page, any of our websites, videos, marketing materials, or in our emails constitutes a promise or guarantee of future earnings, financial outcomes, or health improvements. Any financial or health-related examples, estimates, projections, or past results referenced are for illustrative purposes only and reflect the views of the hosts and guests. They should not be considered as exact, actual, or assured results. If you have any questions, please contact us at [email protected]

"Unstoppable Podcast - Harry Sardinas," podcast brings you inspiring conversations with influential millionaires, angel investors, property investors, thought leaders, and entrepreneurs who are making a massive difference in the world with their innovative products and services.