We're breaking down the nuances of managing your brewery's wealth with Doug Marshall, Co-Owner of Marshall + Viliesis in Seattle, WA.
He helps us determine the value of your brewery and how to manage liquid vs illiquid assets because many private companies achieve lower returns than available in the investment markets.
We discuss why brewery owners should introduce their "trusted advisors" to each other and how to get a "Free Million Dollars" with "The One Percent Solution."
We dive into the few ways ownership transfers within a company and we break down Doug's "Craft Brewery Protection Planning System."
Get Doug's "10 Planning Tips" by emailing him at dougm@marshallviliesis.com
Also check out https://marshallviliesis.com/ for their Valuation Resources and Business Planning Notes.
Book mentions:
- Unlocking Private Company Wealth by Chris Mercer
- Traction - Gino Wickman
- I Heard the Owl Call my Name - Margaret Craven
