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Can't Take It With YouAuthor: Austin Wealth Management
Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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#41: The Acquisition Entrepreneur's Guide to Wealth
Monday, 28 July, 2025
Entrepreneurship can be a powerful path to wealth, but it comes with unique challenges. In this episode, Pioneer Capital Advisory founder Matthias Smith joins Derek Ripp and Carlos Cardenas of Austin Wealth Management to walk through the full journey of buying a business and building long-term wealth. Listen for business ownership insights including: Getting SBA loans without going to banks yourself What buyers should know about financial organization and underwriting delays Why business value depends on being replaceable Retirement plan design and golden handcuff strategies for owners Managing liquidity vs. overexposure to cash Understanding risk: death, divorce, disability, distress, disagreement Preparing for your exit - whether via sale or management buyout Assembling your dream advisory team early in the game Guest: Matthias Smith at matthias@pioneercap.com
