Nov 8, 2021
In episode 384 of Financially Simple, Justin talks to James Pugh of Pivot Capital about creating capital for your business’s growth.
Whether transitioning or planning the next step of growing your business, having the financing in place to support the move is vital. In this episode, Justin and James look go over the role of investment bankers in increasing the value of your business to building your capital stack, and reducing risk.
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00:42 - Investment Banking and Business Transition, with James Pugh
03:13 - Who Do Investment Bankers Work With
06:08 - Investment Bankers as Facilitators
07:00 - The Current Market
08:16 - Risk Mitigation and Increasing Value
09:11 - Low Hanging Fruit
10:31 - Effects of COVID
12:22 - Small Market vs. Middle Market
13:01 - Tips to Increase Value
14:45 - What Should Business Owners Ask
16:07 - What is a Capital Stack
16:53 - How to Build Your Capital Stack
19:52 - Recommended Reading
21:21 - The Right Team Members
22:54 - A Nugget of Wisdom
24:36 - Summary
Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.