2/13 Strategic Partners’ goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. Our podcast is focused around navigating your financial world and helping you with a process that delivers confidence grounded in a clear path forward. We believe that every one of our clients has a unique circumstance that warrants a custom solution. For more information about our team visit our website: 213strategicpartners.com or contact us at 213strategicpartners@hightoweradvisors.com | 610-850-9050.
Episodes
Thursday Oct 14, 2021
Thursday Oct 14, 2021
In this episode, Greg Sarian, CEO and founder, Ray Baraldi, Senior Financial Advisor, and Morgan Buswell, Communications Director, discuss seven mistakes to avoid as your company enters a transaction, whether that’s an IPO, a sale, a merger or an acquisition. Listen as they share ideas to consider for a better outcome.
“You want to make sure you’re getting good advice, and the first thing I can’t emphasize strongly enough is start sooner than later.” -Greg Sarian [13:06]
“Running probability forecasting in our opinion is vital and almost the foundation for how you should be thinking of your financial plan.” -Ray Baraldi [28:40]
What You Will Learn:
- [02:26] Why is this topic important now around a potential tax reform
- [06:57] Why it’s important to have and maintain an accurate company valuation
- [08:19] Forms of equity compensations
- [11:40] Risk at entity and personal levels
- [13:30] The value of having a qualified team
- [17:34] Strategies to think about with tax minimization
- [25:46] Importance of having a strong contingency plan in place
- [28:16] Why you should consider multiple outcomes
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian
Email us: ssp@hightoweradvisors.com
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.