How to Play Defense - Tax Tips and Tricks to Net More $$

April 25, 2019

My guest today is a CPA named Vincenzo Villamena. Vincenzo began his financial career in New York and decided to move to South America for a change of pace. He is the founder of Online Taxman and Global Expat Advisors. He specializes in M&A (merger and acquisition) and international tax services. We discuss how moving to lower tax brackets can save you tons of money on the sale of your company. The catch is, you have to jump through the hoops to keep your previous state off your back. Vin...

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Buying and Selling Restaurants: How to Make a Profitable Business and Change an Industry

April 18, 2019

Have you ever thought about opening a restaurant? Most entrepreneurs can say yes. However, there are a lot of headaches and unseen layers to the hospitality industry that leads to a high failure rate. My guest is Matty O’Reilly and he has made a career of buying restaurants and revitalizing them. Matty is passionate about helping restaurants survive and decreasing the failure rate we see today.  We discuss some of the reasons why restaurants fail and how Matty has been able...

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Valuing a Business: The Buyer’s Perspective (Part 1)

May 02, 2018

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Passion, Planning and Perseverance: One Man’s Story of Surviving Y2K as a Tech Company

August 16, 2018

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Protect the Value of Your Business: How to Use Insurance In Your Exit Plan

August 30, 2018

Chris Steffl is the owner of MVP Service Solutions, an insurance wholesaler that offers 1000s of products from over 100 carriers. Chris’s background in insurance and finances gives him a unique perspective on the relationship between insurance and business. We discuss the common mistakes and problems business owners have when setting up their insurance needs. Insurance is a complex part of exit planni...

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