Sep 27, 2022
How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde.
What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites?
To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern...
Sep 20, 2022
Exit Strategies for the Business Owner with Guest Ben Julianel
Today we’re looking at exit strategies for business owners. Your business is not simply what you do with your time and talent, it’s a sizable asset.
We’re going to help you think about what’s next for both your business and yourself, even if you...
Sep 12, 2022
Real Estate - Does it Make you Confident or Nervous?
Your own sentiment may vary depending on what type of real estate investment you hold, when you bought it, and what the market is doing. We’ll talk about both residential and commercial, what makes the Southern California market different, what’s happening with...
Sep 7, 2022
When are annuities an appropriate choice?
In this episode we explore annuities – a financial product you’ve likely heard of.
But what are annuities exactly? What purpose do they serve, when is an annuity a good choice for including in your financial plans, and what are the downsides?
Our guest Zach Hurst, CFP, CLU,...
Aug 30, 2022
When is transferring ownership of your construction business to an ESOP a good option?
Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses this and other factors to consider when deciding if/when to sell to an ESOP.
Michael leads Ambrose’s Investment Banking division. Since 1993, he...