Episodes

  • The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith

    The Art of the Deal: Finding the Right Buyer & Understanding Your Business’s Value With Bradley Smith
    May 1 2024
    Are you prepared to navigate the complexities of an unsolicited buyout offer? In this episode, Bradley Smith, Managing Director and Partner of VERTESS, dives deep into the intriguing world of business sales and acquisitions and covers nuanced strategies that could ensure your business fetches its utmost value when receiving buyout offers. Brad explores how to …

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    23 mins
  • Planning for Succession & Exit Strategies with Kirk Loury

    Planning for Succession & Exit Strategies with Kirk Loury
    Apr 10 2024
    How can a carefully planned succession pave the way for a successful business transition? Today on the MCM Wealth Podcast, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the importance of succession and exit planning for business owners, highlighting the key differences and the main objectives, providing …

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    28 mins
  • From Listing to Closing: How to Sell Your Business Efficiently With Max Friar

    From Listing to Closing: How to Sell Your Business Efficiently With Max Friar
    Feb 28 2024
    Every business owner needs to exit their business eventually. So, what does that process look like, and how can it be carried out efficiently? Today on MCM Wealth, Max Friar, Managing Partner at Calder Capital, LLC, discusses the intricacies of selling a business. Max goes into the strategies of creating a market for business sales, …

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    24 mins
  • Exit Strategies For Your Business With MCM Wealth

    Exit Strategies For Your Business With MCM Wealth
    Feb 7 2024
    Are you planning to sell your business, but don’t know where to start? MCM Wealth can help! In this episode, Geoff Hakim, CEO of MCM Wealth, discusses the challenges business owners face when planning to sell their companies. He details MCM Wealth’s comprehensive exit strategy program, which includes a team of specialty partners to guide …

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    15 mins
  • Forecasting Follies with Kirk Loury

    Forecasting Follies with Kirk Loury
    Dec 6 2023
    Can we accurately predict the future? Today, we’re going to learn about forecasting follies. In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines talks about the importance and limitations of forecasting. He highlights the unpredictability of certain factors and the dangers of forecasters making declarative statements with …

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    31 mins
  • Financial Security: The Main Thing of Finance, Part 2

    Financial Security: The Main Thing of Finance, Part 2
    Nov 15 2023
    Can financial security lead to true prosperity? In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines picks up where he left off in the last episode about the main thing, financial security, and expands on it to include financial prosperity. He defines prosperity as thriving in life …

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    27 mins
  • Financial Security: The Main Thing of Finance, Part 1

    Financial Security: The Main Thing of Finance, Part 1
    Nov 1 2023
    What impact does financial security have on your life, and how can you achieve it?  Well, first we need to define it. In this episode, Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines, talks about the main thing, financial security. Kirk explains what financial security means, why it’s important …

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    25 mins
  • How To Prepare For Next Year With Kirk Loury

    How To Prepare For Next Year With Kirk Loury
    Oct 18 2023
    2023 is coming to an end and 2024 is right around the corner! How can we prepare ourselves, our financial plans and our investment portfolios for the upcoming year? In this episode, Kirk Loury, Portfolio Strategist at MCM and Managing Member of Advisable Wealth Enginges, talks about the various documents we need to review in …

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    31 mins