by Robert Kline | Sep 27, 2022
Listen to the Podcast Here What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites? To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California...
by Robert Kline | Sep 19, 2022
Listen to the Podcast Here Exit Strategies for the Business Owner with Guest Ben Julianel Today we’re looking at exit strategies for business owners. Your business is not simply what you do with your time and talent, it’s a sizable asset. We’re going to help you think...
by Mark Chandik | Sep 13, 2022
Listen to the Podcast Here Real Estate – Does it Make you Confident or Nervous? Your own sentiment may vary depending on what type of real estate investment you hold, when you bought it, and what the market is doing. We’ll talk about both residential and...
by Robert Kline | Sep 7, 2022
Listen to the Podcast Here When are annuities an appropriate choice? In this episode we explore annuities – a financial product you’ve likely heard of. But what are annuities exactly? What purpose do they serve, when is an annuity a good choice for including in your...
by Mark Chandik | Aug 31, 2022
Listen to the Podcast Here When is transferring ownership of your construction business to an ESOP a good option? Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses this and other factors to consider when deciding if/when to sell to...
by Mark Chandik | Aug 8, 2022
Listen to the Podcast Here What financial and labor practices set truly successful contractors apart? Our guest is Warren Hennagin CPA, MST, CCIFP, CGMA – a Partner and the Construction Practice Leader for California at Marcum LLP. He is also the past president...
