Build Grow Exit Insights

How top business advisors help their clients build, grow and exit their businesses

Commercial insurance advocate | Joel Brand & Malcolm Lui

Joel Brand, a Senior Vice President with the BSBD Group, shares how he helps business owners with commercial insurance. Topics we covered include: – Picking a broker that you trust – Asking them to ask you about your business – Communicating regularly with your broker – Working with a specialist – Understanding your policy’s exclusions

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Beginning with the end in mind | Francis Brown, Jason Hall & Malcolm Lui

Francis Brown (Director of Family Wealth Consulting) and Jason Hall (Senior VP, Wealth Advisor) of Key Private Bank, share how they help business owners with their exit planning. Topics we covered include: – Beginning with the end in mind – Don’t transition in a vacuum – Avoiding predictable mistakes – Importance of an experienced advisory

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Hiring for Growth | Stewart Wessel & Malcolm Lui

Stewart Wessel, the Managing Partner of The Wessel Group, shares how he helps law firms grow by hiring. Topics we covered include: – Maintaining the culture of the firm – Ensuring non-conflict issues with existing clients and the right rate structure – Looking for the 1 + 1 = 3 hire – Asking the right

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Lowering overhead | Todd McGlauchlin & Malcolm Lui

Todd McGlauchlin, a Principal Consultant at Expense Reductions Analysts, shares how he helps business owners with lowering their overhead costs. Topics we covered include: – The time and expertise required to lower overhead costs – Evaluating the supplier alternatives — is the time and effort worth the savings? – Comparing your suppliers to benchmarks and

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Preparing for unintended consequences | Chris Waetzig & Malcolm Lui

Chris Waetzig, a Senior Advisor at Moss Adams, shares how he helps business owners with business transitions. Topics we covered include: – Preparing for the unexpected – The risks and unintended consequences of illiquidity – The emotional aspects of business transition – How life insurance helps with estate taxes Chris can be reached via his

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Attorney and Counselor | Sam Johnson & Malcolm Lui

Sam Johnson, the Managing Attorney at Johnson Friedman Law Group, shares how he helps business owners as both an attorney and as a counselor. Topics we covered include: – Focus on what you’re good at, and let your advisors do what they’re good at – Plan for the future, 2 to 5 years ahead –

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Nickels vs dollars | Ladd Hirsch & Malcolm Lui

Ladd Hirsch, a Partner at the Dallas office of Bradley, shares how he helps with business divorce. Topics we covered include: – Nickels at the front, or dollars at the back – Why having an exit agreement at the beginning is important – Valuing a private company and a minority stake in such companies –

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Looking forward | Tim Geppert & Malcolm Lui

Tim Geppert, an Advisor with VACO, shares how he helps businesses use financial information to operate their business more profitably. Topics we covered include: – Using financial info to operate your business more profitably – Focus on your current challenges – Succession plans for family businesses – Looking backward vs looking forward – The accuracy

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Understanding your capital stack | Ali Partovi & Malcolm Lui

Ali Partovi, the Owner and Founder of Partovi Companies, shares how his firm invests in commercial property. Topics we covered include: – Understanding the deal, the financing, and your capital stack – Having operational excellence – Your exit strategy when you purchase the property – Understanding the term of your loan – When you want

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Avoiding the gotcha’s | Bob Gibbons & Malcolm Lui

Bob Gibbons, a Real Estate Advisor and Tenant Advocate at REATA Commercial Realty shares how he helps businesses with their corporate real estate needs. Topics we covered include: – How corporate goals and objectives impact your real estate needs – The importance of having an advocate and a commercial real estate attorney on your side

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