James Bohannon of family office Belzberg & Co. explains the FO world and its untapped potential for searchers & sponsors.
Topics in James’s interview:
- What is a family office?
- Family office capital sustains private markets
- You may wear jeans, but there are tradeoffs
- Private, insular nature of family offices
- How to network with family offices
- When it makes sense to exit to a family office
- Long-term holds are a good fit
- Playing defense and offense within family offices
- Family offices do not need to raise capital
- Family offices may be friendlier to smaller deals
References and how to contact James:
Get a free review of your books & financial ops from System Six (a $500 value):
Learn more about Walker Deibel's done-with-you buy-side advisory:
Work with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:
Connect with Acquiring Minds:
Edited by Anton Rohozov
Produced by Pam Cameron
