Sarian Strategic Partners

Senior Financial Advisor, Ray Baraldi recaps August 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps July 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps June 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps May 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the April 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the March 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Listen to Greg Sarian on Bloomberg Radio: Surveillance interviewed by Paul Sweeney and Bailey Lipschultz.   

Senior Financial Advisor, Ray Baraldi recaps the February 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps January 2024. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of December 11, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of November 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of November 6, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 30, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 23, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 9, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of October 2, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 25, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 18, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 11, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of September 4, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of August 21, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of August 14, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of August 7, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of July 31, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of July 17, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of June 19, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of June 12, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 29, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 15, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 8, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of May 1, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of April 17, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of April 3, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 27, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 20, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of March 6, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of February 27, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of February 20, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com. 

Senior Financial Advisor, Ray Baraldi recaps the week of February 13, 2023. To learn more about our team or to reach out with any questions visit 213strategicpartners.com.

Senior Financial Advisor, Ray Baraldi recaps the week of February 6, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 30, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 23, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 16, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 9, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

Senior Financial Advisor, Ray Baraldi recaps the week of January 2, 2023. To learn more about our team or to reach out with any questions visit sarian.hightoweradvisors.com.

In this episode, Greg Sarian, CEO and founder of Sarian Strategic Partners, Tony Parisi, Managing Director at Strategic Exit Advisors, Kevin Wager, Sr. Financial Advisor at Sarian Strategic Partners, and Morgan Buswell, Communications Director of Sarian Strategic Partners, share key planning ideas and strategies for selling a company. They talk about understanding how a buyer will value your business and view risk as well as how to prepare your company for an optimal transaction. They also discuss how business owners should consider priorities related to employees and company culture/value fit, and the fundamentals of the deal. Listen for key pre-transaction financial planning strategies to maximize your equity  and income tax planning considerations to reduce your tax burden.   “Our clients' goals are kind of the North Star for the process.” -Tony Parisi [20:11]   “I think it's really key too to understand the nature of your equity.” -Greg Sarian [22:38]   “There's a lot of different strategies that people can implement to, again, maximize their outcome.” -Kevin Wager [34:19]   What You Will Learn: [03:05] Why an owner would decide to sell their company [09:01] Where they see the most challenges [11:44] Putting a team in place [14:17] Creating value vs providing value  [17:56] Finding the buyers [21:37] What pre-transaction planning strategies to consider [24:27] What to consider from a tax strategy perspective [30:55] Grantor retained annuity trust and spousal lifetime access trust [32:18] What executives who works for a public company should consider [35:18] What happens post-transaction [41:45] Two tax avoidance with the donor advised fund   Resources: Visit our website: sarian.hightoweradvisors.com Email us: ssp@hightoweradvisors.com

In this episode, Ray Baraldi, Senior Financial Advisor, and Maddie Rice, Investor Relations at Grayscale Investments talk about the cryptocurrency and the digital assets space. Maddie discusses what cryptocurrency is, its store value and investment possibilities and opportunities. She also talks about the products Grayscale offers.   What You Will Learn: [02:37] What are digital assets [04:21] Four key use cases for cryptocurrency [06:21] Risks associated with cryptocurrency [07:50] The various types of cap tokens [10:32] Grayscale products and the ETF conversation process [14:02] How to contact Maddie [14:14] Q&A   Resources: Visit our website: sarian.hightoweradvisors.com Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian Email us: ssp@hightoweradvisors.com

In this episode, Greg Sarian, CEO and founder and Kevin Wager, Senior Finance Advisor and Jackie Himes, Tax Manager at Stephano Slack, share tax smart planning strategies to think about throughout the year to reduce your tax liabilities. They also discuss what changes occurred in 2021 and how it could affect taxpayers in 2022.   What You Will Learn: [04:04] Meet Jackie Himes [04:30] Tax changes in 2022 [09:24] The impact of the Build Back Better Plan [12:48] Meet Kevin Wager [12:58] Ideas to be tax smart with planning [23:37] Things to do when there's a spike in income [33:08] 2022 Tax Planning White Paper [33:54] Questions from the audience   Resources: Visit our website: sarian.hightoweradvisors.com Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian Email us: ssp@hightoweradvisors.com

In this episode, Greg Sarian, CEO and founder, Ray Baraldi, Senior Financial Advisor, and Morgan Buswell, Communications Director, discuss seven mistakes to avoid as your company enters a transaction, whether that's an IPO, a sale, a merger or an acquisition. Listen as they share ideas to consider for a better outcome.   “You want to make sure you're getting good advice, and the first thing I can't emphasize strongly enough is start sooner than later.” -Greg Sarian [13:06]   “Running probability forecasting in our opinion is vital and almost the foundation for how you should be thinking of your financial plan.” -Ray Baraldi [28:40]   What You Will Learn: [02:26] Why is this topic important now around a potential tax reform [06:57] Why it's important to have and maintain an accurate company valuation [08:19] Forms of equity compensations [11:40] Risk at entity and personal levels [13:30] The value of having a qualified team [17:34] Strategies to think about with tax minimization [25:46] Importance of having a strong contingency plan in place [28:16] Why you should consider multiple outcomes   Resources: Visit our website: sarian.hightoweradvisors.com Visit Greg Sarian on LinkedIn: linkedin.com/in/gregsarian Email us: ssp@hightoweradvisors.com

In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Scott Gabehart, Chief Valuation Officer at BizEquity, about the importance of having a sound and solid business valuation as a business approaches the pre-transaction financial planning process. Scott draws from his more than 30 years of experience in business valuation work to discuss reasons for needing and/or pursuing a business valuation. Scott and Greg also talk about how the COVID-19 pandemic has changed the process and/or the need.   What You Will Learn: [01:10] Meet Scott [01:51] What is Scott's work like as Chief Valuation Officer [03:00] Reasons for needing/wanting a business valuation [06:28] What affects the estimate of the value [09:08] How the pandemic has changed the process or need for business valuations [12:18] Why is a business valuation is important to prepare for a major event [16:45] Changes Greg has seen and anticipates with the new administration   Resources: Visit our website: sarian.hightoweradvisors.com Visit BizEquity: bizequity.com