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
Monday May 24, 2021
Monday May 24, 2021
In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Jennifer Hartt, Director of Investments, Health & Digital Health at Ben Franklin Technology Partners. Jennifer oversees their life sciences portfolio and has closed over 150 investments. Jennifer talks about key issues to addressing your checklist at both an entity and personal level as you guide your company towards an event.
“Everyone founding a company and going through this should realize they will make mistakes. It’s not a game of perfection, but making sure that you get enough guidance along the way to help avoid some of them is really valuable.” -Jennifer Hartt [05:59]
What You Will Learn:
- [01:31] Best practices in the early stage towards a successful outcome
- [03:47] Some mistakes Jennifer has seen
- [06:13] Catalysts to get a better outcome
- [09:25] Why it’s important to have a strong sense of equity evaluation
- [14:34] The importance for the executive to consider multiple outcomes
- [19:41] Resources for legal questions or to address issues
- [25:28] When to convert to full-time employees
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit Ben Franklin Technology Partners: sep.benfranklin.org
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