2/13 Strategic Partners

February 6, 2023 Week in Review

Senior Financial Advisor, Ray Baraldi recaps the week of February 6, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

January 30, 2023 Week in Review

Senior Financial Advisor, Ray Baraldi recaps the week of January 30, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

January 23, 2023 Week in Review

Senior Financial Advisor, Ray Baraldi recaps the week of January 23, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

January 16, 2023 Week in Review

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

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

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

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

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

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

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