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Prosperity Partners - Private Wealth Management

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...