David C Barnett Small Business and Deal Making M&A SMB Proven Investment Strategies For Entrepreneurs
Oct 30, 2024
Discover how successful business owners invest their money and the pitfalls of conventional financial advice that may not suit entrepreneurs. Learn to distinguish between investing and speculation, and explore the nuances of managing wealth beyond traditional theories. Delve into strategic wealth management and the vital role of creditor-protected assets like life insurance. Uncover the importance of financial preparedness when acquiring a business and the complexities of valuations and post-acquisition management.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 7min
Managing Wealth and Risk Beyond Traditional Portfolio Theory
06:47 • 2min
Investment vs. Speculation: Navigating Risks in Entrepreneurial Finance
09:02 • 15min
Strategic Wealth Management for Entrepreneurs
23:54 • 12min
Financial Preparedness in Business Acquisition
35:55 • 6min