![2/13 Strategic Partners](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3.jpg)
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
![January 16, 2023 Week in Review](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Friday Jan 20, 2023
January 16, 2023 Week in Review
Friday Jan 20, 2023
Friday Jan 20, 2023
Senior Financial Advisor, Ray Baraldi recaps the week of January 16, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
![January 9, 2023 Week in Review](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Thursday Jan 12, 2023
January 9, 2023 Week in Review
Thursday Jan 12, 2023
Thursday Jan 12, 2023
Senior Financial Advisor, Ray Baraldi recaps the week of January 9, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
![January 2, 2023 Week in Review](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Friday Jan 06, 2023
January 2, 2023 Week in Review
Friday Jan 06, 2023
Friday Jan 06, 2023
Senior Financial Advisor, Ray Baraldi recaps the week of January 2, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.
![Creating an Ideal Outcome](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Sunday May 08, 2022
Creating an Ideal Outcome
Sunday May 08, 2022
Sunday May 08, 2022
In this episode, Greg Sarian, CEO and founder of Sarian Strategic Partners, Tony Parisi, Managing Director at Strategic Exit Advisors, Kevin Wager, Sr. Financial Advisor at Sarian Strategic Partners, and Morgan Buswell, Communications Director of Sarian Strategic Partners, share key planning ideas and strategies for selling a company. They talk about understanding how a buyer will value your business and view risk as well as how to prepare your company for an optimal transaction. They also discuss how business owners should consider priorities related to employees and company culture/value fit, and the fundamentals of the deal. Listen for key pre-transaction financial planning strategies to maximize your equity and income tax planning considerations to reduce your tax burden.
“Our clients' goals are kind of the North Star for the process.” -Tony Parisi [20:11]
“I think it’s really key too to understand the nature of your equity.” -Greg Sarian [22:38]
“There’s a lot of different strategies that people can implement to, again, maximize their outcome.” -Kevin Wager [34:19]
What You Will Learn:
- [03:05] Why an owner would decide to sell their company
- [09:01] Where they see the most challenges
- [11:44] Putting a team in place
- [14:17] Creating value vs providing value
- [17:56] Finding the buyers
- [21:37] What pre-transaction planning strategies to consider
- [24:27] What to consider from a tax strategy perspective
- [30:55] Grantor retained annuity trust and spousal lifetime access trust
- [32:18] What executives who works for a public company should consider
- [35:18] What happens post-transaction
- [41:45] Two tax avoidance with the donor advised fund
Resources:
Visit our website: sarian.hightoweradvisors.com
Email us: ssp@hightoweradvisors.com
![Demystifying Cryptocurrency Webinar](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Thursday Apr 14, 2022
Demystifying Cryptocurrency Webinar
Thursday Apr 14, 2022
Thursday Apr 14, 2022
In this episode, Ray Baraldi, Senior Financial Advisor, and Maddie Rice, Investor Relations at Grayscale Investments talk about the cryptocurrency and the digital assets space. Maddie discusses what cryptocurrency is, its store value and investment possibilities and opportunities. She also talks about the products Grayscale offers.
What You Will Learn:
- [02:37] What are digital assets
- [04:21] Four key use cases for cryptocurrency
- [06:21] Risks associated with cryptocurrency
- [07:50] The various types of cap tokens
- [10:32] Grayscale products and the ETF conversation process
- [14:02] How to contact Maddie
- [14:14] Q&A
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian
Email us: ssp@hightoweradvisors.com
![Sarian Strategic Partners: 2022 Tax Webinar](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Tuesday Feb 22, 2022
Sarian Strategic Partners: 2022 Tax Webinar
Tuesday Feb 22, 2022
Tuesday Feb 22, 2022
In this episode, Greg Sarian, CEO and founder and Kevin Wager, Senior Finance Advisor and Jackie Himes, Tax Manager at Stephano Slack, share tax smart planning strategies to think about throughout the year to reduce your tax liabilities. They also discuss what changes occurred in 2021 and how it could affect taxpayers in 2022.
What You Will Learn:
- [04:04] Meet Jackie Himes
- [04:30] Tax changes in 2022
- [09:24] The impact of the Build Back Better Plan
- [12:48] Meet Kevin Wager
- [12:58] Ideas to be tax smart with planning
- [23:37] Things to do when there’s a spike in income
- [33:08] 2022 Tax Planning White Paper
- [33:54] Questions from the audience
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian
Email us: ssp@hightoweradvisors.com
![Seven Planning Mistakes to Avoid Before a Transaction](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Thursday Oct 14, 2021
Seven Planning Mistakes to Avoid Before a Transaction
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
![The Importance of Business Valuation](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Friday Oct 01, 2021
The Importance of Business Valuation
Friday Oct 01, 2021
Friday Oct 01, 2021
In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Scott Gabehart, Chief Valuation Officer at BizEquity, about the importance of having a sound and solid business valuation as a business approaches the pre-transaction financial planning process. Scott draws from his more than 30 years of experience in business valuation work to discuss reasons for needing and/or pursuing a business valuation. Scott and Greg also talk about how the COVID-19 pandemic has changed the process and/or the need.
What You Will Learn:
- [01:10] Meet Scott
- [01:51] What is Scott’s work like as Chief Valuation Officer
- [03:00] Reasons for needing/wanting a business valuation
- [06:28] What affects the estimate of the value
- [09:08] How the pandemic has changed the process or need for business valuations
- [12:18] Why is a business valuation is important to prepare for a major event
- [16:45] Changes Greg has seen and anticipates with the new administration
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit BizEquity: bizequity.com
![Mistakes early stage companies make and how to avoid them](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Wednesday Jul 14, 2021
Mistakes early stage companies make and how to avoid them
Wednesday Jul 14, 2021
Wednesday Jul 14, 2021
In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Michael Poisel, Executive Director of PCI Ventures at University of Pennsylvania’s Penn Center for Innovation. Michael talks about a few mistakes and oversights that founders and executives of early stage companies make while Greg talks about the oversights that individual executives have made at a personal planning level. They both share what to do and ways to avoid them at the entity level.
“If you want to continue to grow your business, then you’re going to need to invest in your business.” -Michael Poisel [04:14]
What You Will Learn:
- [01:17] Meet Michael Poisel
- [01:44] Michael’s best advice when raising early stage capital
- [03:19] A classic mistake on the operating level
- [04:38] Key factors in succeeding and attributes of strong CEOs
- [08:45] A founder’s need to have a constituency plan and personal risk coverage
- [13:44] What’s important about starting a company with the end in mind
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit PCI Ventures: pci.upenn.edu/venturesteam
![Creating the Right Mindset Towards the Close with Emily Lucking](https://pbcdn1.podbean.com/imglogo/image-logo/9941820/213_Strategic_Partners_-_Podcast_Cover_Art_5kggv3_300x300.jpg)
Wednesday Jun 23, 2021
Creating the Right Mindset Towards the Close with Emily Lucking
Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Emily Lucking, owner and founder of Power Center Coaching. They discuss how to create the right mindset as a founder or executive to lead and grow their company towards a transaction. Emily shares some of the challenges she has seen founders face during times of growth and her advice for when they hit a roadblock.
“Helping people to remember why they’re here, what the whole company’s mission is, how you’re changing lives can do wonders for your morale.” -Emily Lucking [06:27]
What You Will Learn:
- [01:05] Meet Emily Lucking and what is Power Center Coaching
- [01:55] Some of the biggest challenges founders face during times of growth
- [03:38] Advice for founders when they hit a roadblock through a transaction
- [05:10] How to balance their culture with the growth in revenue
- [06:39] What can lead to a successful outcome
- [08:39] Key issues to have in mind from a personal planning perspective
- [10:33] Why it’s important for executive or founder to know their number
Resources:
Visit our website: sarian.hightoweradvisors.com
Visit Power Center Coaching: powercentercoaching.com