Description

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