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77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

Invest Like a Billionaire

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How to Sell a Company

In his early 20s, Tad Smith decided that he'd always had an interest in being an entrepreneur. He bootstrapped a software company for about 10 years and then sold it to a strategic acquirer. His partner Suram went on the same path; they paid themselves almost nothing as they rolled every dollar back into the business. They found there was a bit of a gap when trying to figure out how to deal with high net worth questions like estate taxes or umbrella insurance.

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