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Content provided by Wernick Spear Wealth Managers and Jordan Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wernick Spear Wealth Managers and Jordan Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Transferring Wealth with Scott Mashuda, REAG

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Manage episode 426118733 series 3583022
Content provided by Wernick Spear Wealth Managers and Jordan Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wernick Spear Wealth Managers and Jordan Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They’re a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to start his own firm, what we can learn from failure, how to make your business attractive to buyers, common misconceptions about M&A, and how to look at the big picture - not just price. Connect with Scott at REAG.com and Jordan at WSWealthManagers.com

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4 episodes

Artwork
iconShare
 
Manage episode 426118733 series 3583022
Content provided by Wernick Spear Wealth Managers and Jordan Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wernick Spear Wealth Managers and Jordan Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They’re a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to start his own firm, what we can learn from failure, how to make your business attractive to buyers, common misconceptions about M&A, and how to look at the big picture - not just price. Connect with Scott at REAG.com and Jordan at WSWealthManagers.com

  continue reading

4 episodes

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