Jason Smith - Understanding the Family Office Model (#123)

This week on the Maximize Business Value Podcast, Tom interviews Jason Smith, a partner at CF Financial. You won't want to miss this great episode on understanding the Family Office Model!

Jason Smith started his first business at the age of 8, selling greeting cards door-to-door so that he could buy himself a Nintendo Entertainment System. The satisfaction of reaching that goal ignited his entrepreneurial spirit and led to successful endeavors in industries from manufacturing and snack foods to technology and sports marketing. As a partner at CF Financial, Jason now serves as a key advisor to entrepreneurial families. His passion is helping people translate their business success into meaningful impacts on their families, communities, and personal achievements. Jason helps each family discover and document what is truly important to them and execute a plan to address the complexity that accompanies success.

Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at [email protected] or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).

Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we’ve learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

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Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.
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