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How To Achieve Generational Wealth

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Manage episode 385395681 series 3297582
Content provided by Joe Zeman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Zeman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

On this episode we sit down in studio and explore the strategies and steps you can take to achieve generational wealth. We will cover key points such as

  1. understanding the importance ofbuilding a lasting enterprise
  2. leveraging company growth
  3. maximizing the potential of mergers and acquisitions.

Our expert guest speaker, Sean Ostrander, with Merit Investment Bank who has years of experience in M & A, will share his expertise and real-life examples to help you navigate the complexities of building a sellable business. Don't miss out on this opportunity to gain the knowledge and tools you need to secure a prosperous future for yourself and your loved ones. Follow our podcast for more informative videos on personal finance, investing, and wealth-building strategies.

Who Is Sean Ostrander?

Sean Ostrander is a Vice President with Merit Investment Bank, and has been advising and executing on M&A transactions for 10 years. Sean has executed sell-side, buy-side, and advisory mandates across a variety of industries in excess of $1 billion in enterprise value. He is a Certified Mergers & Acquisitions Advisor (inactive) and holds a Bachelor’s in Business Administration and a minor in Theology from The Master’s University.

Sean has a passion for service after spending the early years of his career at Nordstrom, and is passionate about working with family and closely-held businesses to create liquidity and capture the value they’ve created in their companies. He lives in Gig Harbor, WA with his wife Amy.

Connect with Sean

Website: https://meritinvestmentbank.com/

LinkedIn: https://www.linkedin.com/in/seanmostrander/

  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 385395681 series 3297582
Content provided by Joe Zeman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Zeman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

On this episode we sit down in studio and explore the strategies and steps you can take to achieve generational wealth. We will cover key points such as

  1. understanding the importance ofbuilding a lasting enterprise
  2. leveraging company growth
  3. maximizing the potential of mergers and acquisitions.

Our expert guest speaker, Sean Ostrander, with Merit Investment Bank who has years of experience in M & A, will share his expertise and real-life examples to help you navigate the complexities of building a sellable business. Don't miss out on this opportunity to gain the knowledge and tools you need to secure a prosperous future for yourself and your loved ones. Follow our podcast for more informative videos on personal finance, investing, and wealth-building strategies.

Who Is Sean Ostrander?

Sean Ostrander is a Vice President with Merit Investment Bank, and has been advising and executing on M&A transactions for 10 years. Sean has executed sell-side, buy-side, and advisory mandates across a variety of industries in excess of $1 billion in enterprise value. He is a Certified Mergers & Acquisitions Advisor (inactive) and holds a Bachelor’s in Business Administration and a minor in Theology from The Master’s University.

Sean has a passion for service after spending the early years of his career at Nordstrom, and is passionate about working with family and closely-held businesses to create liquidity and capture the value they’ve created in their companies. He lives in Gig Harbor, WA with his wife Amy.

Connect with Sean

Website: https://meritinvestmentbank.com/

LinkedIn: https://www.linkedin.com/in/seanmostrander/

  continue reading

99 episodes

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