Jason Smith - Understanding the Family Office Model (#123)
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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\\u2019s 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?\\xa0 Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).
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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\\u2019s career 100 business transactions as either a business buyer or seller. As a business owner himself, Tom has been in your situation hundreds of times, and he knows what it takes to create and implement the right strategy. Tom is passionate about helping business owners and has the experience to do it.
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