Financial Acumen

In this conversation with Pete Fernandez, Managing Director & Wealth Partner at J.P Morgan Wealth Management, we discuss the key wealth considerations entrepreneurs face before and after a major liquidity event, including uses of capital, legacy planning, risk and opportunity analysis, and lifestyle decisions.

In this conversation with Scott Mager, Market Managing Partner at Grant Thornton, South Florida, we discuss getting your accounting and administrative house in order, especially in anticipation of strategic changes such as growth, IPO, exit sale, succession transition, or business relocation.

In this conversation with Matias Campiani, Vice President of Business Development for Aurelius, he shares his approach to assessing struggling companies which are candidates for value investing and then executing the turnaround. We discuss the deadly business killers and how to overcome them, together with driving value post-investment. Packed with wisdom bytes, this episode is not just about financial engineering for a company in distress, but also signs that lead up to sub-optimal performance and how to avoid them. Culture being the key indicator.

In this episode with Matt DiGregorio, Partner at Lockton, we discuss the financial evaluation of Employer Sponsored Health Benefit Plans including plan design, key metrics and communication to the workforce. Matt shares his wisdom bytes on how to make informed decisions that benefit both your employees and your bottom line, with the goal for a healthier and more productive workforce.

In this conversation with Leah Turnbull, Managing and National ESOP Practice Lead with BMO Corporate Advisory, we discuss the spectrum of ownership transition and liquidation strategies ranging from dividend recapitalization, share repurchases, ESOP's to complete sale of a business.

In this conversation with Mark Chaves, International Tax Partner at Marcum LLP, we discuss different business entities and considerations for choosing the ideal structure for tax efficiency, compliance and tax planning strategies.

In this episode with Mark Donnolo, Founder & CEO of SalesGlobe, we discuss the steps to design an effective sales compensation plan that aligns with strategic objectives, as well as his wisdom bytes on avoiding common pitfalls in the process.

In this episode with Jahn Karsybaev, Co-Founder & Managing Partner at Blue Sky Capital, we discuss the different stages of capital raises, and the benefits of each stage. We'll also take a 360 journey of the process before and after the raise, as well as structuring deals and the risk/reward equation.

It's one of the most important events in a business lifecycle and for Stakeholders. In this conversation with John Caple, Founding Managing Partner at Hidden Harbor Capital Partners Private Equity Firm, we discuss best practices for a sale process, key financial drivers of enhanced exit value, and the key missteps businesses make during a sales process. This is a must listen to episode full of wisdom bytes for businesses preparing for a sale in the short to medium term.

In the episode, Richard provides insights on how to read and Annual Report and assess the health of a business. 

In this episode, Richard describes how the different measurements of profit are tracked in financial statements and what it means to assess business performance 

In this episode, Richard introduces "The Triple Financial Overlap" and the keys to making money in your business.  

In this episode, Richard introduces the financial statements and how to use them for the triple overlap. 

In this first episode of the series, Richard explains the "what" and "whys" of Financial Acumen.