Business Valuation... Real Talk
Each episode of the Business Valuation Real Talk podcast will cover an aspect of the business valuation world from mergers and acquisitions to financing, structuring a family limited partnership through estate planning, practice management and a variety of other relevant topics. The conversations with subject matter experts will provide in-depth discussions, looking at past case studies to provide some context. Mostly, the aim here is to educate the business community in business valuation but there is something here for even the most battle-hardened investment bankers, private bankers, attorneys, accountants, and M&A experts. Each episode features a different industry expert or practitioner, with a new episode added once a month.
Business Valuation... Real Talk
Creating a path for your financial life
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Stephen White
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Episode 3
How do we continue to grow our wealth after you transition from one phase of your life to the other. When it comes to creating this path, learning how to invest is key. In this episode of Business Valuation...Real Talk, 1792 Wealth Advisors, Private Wealth Officer, Dan Barrett joins us to discuss the steps for creating this path of investing for business owners.
