Michelle Seiler Tucker is back on the show this week to discuss how higher interest rates have impacted the market climate for business sales.  Michelle is the best selling author of Exit Rich and has been in the M&A business for over 20 years (selling over 1,000 business over that time frame).  She shares a few basics of what business owners can do now to set themselves up for future success, as well as how the buyer’s perspective has changed.

We also cover some market news.  Gamestop has been in the news recently after Keith Gill, aka “Roaring Kitty” posted screenshots of his holdings and announced a YouTube livestream last week.  Gamestop proceeded to make a surprise earnings announcement, in addition to a secondary share offering after seeing it’s price jump over the last two weeks.

Links:

https://www.wsj.com/Finance/stocks/degen-stock-Crypto-trading-market-trend-69d12a56

Most Recent Episodes

December 4, 2024

Ep #252 – What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?

A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the Trump...

Listen · 34:47

November 6, 2024

Ep #251 – We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?

This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio.  We also review an article about market...

Listen · 33:27

October 2, 2024

Ep #250 – Should I Roll My 401k Into an IRA?

Most Americans have at least some of their Retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like.  And when you leave a job, due to a retirement...

Listen · 50:38

Load More Episodes

Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.