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Well Balanced | Financial Planning, Bucket-Based Investing, Market Perspective, Wealth Management. A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed. Disclosures about our firm and this podcast. Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC discusses among other things, Vector’s business practices, services, and fees, and is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. Please note that neither Vector Wealth Management nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses would on the results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss. Past performance is not indicative of future performance. Visit vectorwealth.com/regulatory for the firms form CRS and ADV.
Episodes
Friday Dec 13, 2024
Friday Dec 13, 2024
In this engaging conversation hosted by Vector’s Jason Ranallo, Matthew Hartranft, an experienced M&A attorney with Brutlag Trucke & Doherty, shares practical strategies for business owners navigating the mergers and acquisitions (M&A) landscape. With a background in banking and inspiration drawn from his early legal and volunteer experiences, Matt emphasizes the importance of understanding your business’s value and being prepared for potential exits, even if they aren’t imminent.
He highlights actionable steps, including conducting a gap analysis to determine what’s needed to meet personal financial goals post-sale and ensuring financial advisors and accountants are on the same page. Matt stresses the need for readiness, as external factors like interest rate shifts or market conditions can quickly influence opportunities.
A key takeaway is the importance of preparation in negotiations, including gathering robust financial evidence to support valuations and leveraging timing to secure better deals. Matt underscores the principle that “time kills deals,” advocating for clear planning and collaboration to streamline the process.
Sharing a success story of nearly doubling a client’s deal value, Matt illustrates how strategic negotiation, competitive analysis, and attention to details like restrictive covenants can unlock hidden value in transactions. He concludes by encouraging business owners to approach deals with diligence, collaboration, and foresight, ensuring they achieve their long-term financial and business goals.
Get this podcast as video or audio on our blog along with a transcript and chapter start times.
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vectorwealth.com/regulation
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The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Be sure to consult first with a qualified financial advisor and or a tax professional before implementing any investment strategy.
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