Host of the Maximize Business Value Podcast, Tom Bronson, speaks with guest Jeff Sandene, President of Sandene Strategies, about the purpose and benefits of hiring a wealth manager. The two discuss what business owners should look for in a financial advisor and how this experienced professional can maximize the asset that is their business. Additionally, Tom and Jeff cover some challenges and blind spots that business owners face regards to their business finances. As a Certified Financial Planner, Jeff helps business owners add value to their business through planning, strategy and implementation. Listen now to learn how a wealth manager can help YOU!
Since 1996, Jeff Sandene has built lasting relationships with executives, business owners, and their families by listening attentively to their personal, business, and financial goals. As President of Sandene Strategies, he strives to help clients grow and preserve their wealth by creating comprehensive financial plans and professional investment portfolios. Jeff’s core philosophies regarding planning and investing are heavily influenced by evidence-based investing and behavioral economics. Decisions are based on facts, not emotions or hype, with an intense focus on risk management, so he works by the “Smarter Planning, Smarter Investing” motto.
Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you? Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).
Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms. Our mission was born from the lessons we’ve learned from over 100 business transactions, whic
Mastery Partners
Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.
Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.
STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!
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