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...
Aug 9, 2022
The Prosperity Report – This episode’s guest is Warren Hennagin CPA, MST, CCIFP, CGMA a Partner at Marcum LLP Hosted by your Chief Prosperity Officer® Mark Chandik.
Topics Discussed
0:00 FDP The Prosperity Project Intro
2:25 Do Contractors Need A Very Detailed Financial Statement for Bonding?
3:29 Looking at Cash...
Aug 1, 2022
The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special Guest Michael McClary
Chief Investment Officer | TOPS / Valmark Advisers, Inc
They discuss Diversification, Risk management, Indexing, ETFs, Avoid mistakes we see other managers make, Systematic monitoring, Rebalancing, Strategic...