• MCM Wealth Podcast: Plan, Invest and Progress

  • Written by: MCM Wealth
  • Podcast
MCM Wealth Podcast: Plan, Invest and Progress cover art

MCM Wealth Podcast: Plan, Invest and Progress

Written by: MCM Wealth
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  • Summary

  • Welcome to MCM Wealth’s podcast where we help individual investors and business owners find investment solutions for their wealth planning needs. We do this by thinking and investing differently, and we specialize in developing customized portfolio solutions with increasing after-tax returns through all market conditions, including recessions. Join us for this educational journey designed to arm you with the information you’ll need to meet the challenges of an uncertain future.
    Copyright © MCM Wealth Podcast
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Episodes
  • The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith

    The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith
    May 1 2024
    Are you prepared to navigate the complexities of an unsolicited buyout offer? In this episode, Bradley Smith, Managing Director and Partner of VERTESS, dives deep into the intriguing world of business sales and acquisitions and covers nuanced strategies that could ensure your business fetches its utmost value when receiving buyout offers. Brad explores how to …

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    23 mins
  • Planning for Succession & Exit Strategies with Kirk Loury

    Planning for Succession & Exit Strategies with Kirk Loury
    Apr 10 2024
    How can a carefully planned succession pave the way for a successful business transition? Today on the MCM Wealth Podcast, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the importance of succession and exit planning for business owners, highlighting the key differences and the main objectives, providing …

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    28 mins
  • From Listing to Closing: How to Sell Your Business Efficiently With Max Friar

    From Listing to Closing: How to Sell Your Business Efficiently With Max Friar
    Feb 28 2024
    Every business owner needs to exit their business eventually. So, what does that process look like, and how can it be carried out efficiently? Today on MCM Wealth, Max Friar, Managing Partner at Calder Capital, LLC, discusses the intricacies of selling a business. Max goes into the strategies of creating a market for business sales, …

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    24 mins
Economics
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