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

Published: July 12, 2021, 2 a.m.

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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\\u2019s 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 \\u201cSmarter Planning, Smarter Investing\\u201d 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\\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).

Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.\\xa0 Our mission was born from the lessons we\\u2019ve learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

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

Please be sure to like and follow for more great content to help YOU maximize YOUR business value!

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.

\\xa9 2023 Mastery Partners, LLC.


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