Jeff Sandene - Maximize Your Asset with a Wealth Advisor (#66)

Host of the Maximize Business Value Podcast, Tom Bronson, speaks with guest Jeff Sandene, President of Sandene Strategies, about the purpose and benefits of hiring a wealth manager. The two discuss what business owners should look for in a financial advisor and how this experienced professional can maximize the asset that is their business. Additionally, Tom and Jeff cover some challenges and blind spots that business owners face regards to their business finances. As a Certified Financial Planner, Jeff helps business owners add value to their business through planning, strategy and implementation. Listen now to learn how a wealth manager can help YOU!

Since 1996, Jeff Sandene has built lasting relationships with executives, business owners, and their families by listening attentively to their personal, business, and financial goals. As President of Sandene Strategies, he strives to help clients grow and preserve their wealth by creating comprehensive financial plans and professional investment portfolios. Jeff’s core philosophies regarding planning and investing are heavily influenced by evidence-based investing and behavioral economics. Decisions are based on facts, not emotions or hype, with an intense focus on risk management, so he works by the “Smarter Planning, Smarter Investing” motto.

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 transit

CONNECT WITH TOM
Facebook: https://www.facebook.com/masterypartners
LinkedIn: https://www.linkedin.com/in/tom-bronson/
Website: https://www.masterypartners.com/

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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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