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 explain the role of investment bankers in increasing the value of your business, 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
Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
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