34 min
Helping Clients Get on A Path for Future Growth Tax-Alpha Solutions
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- Business
Episode 06 Helping clients get on a path for future growth. Featuring David Braun, Founder and CEO, Capstone Strategic
– Alpha Tax with Matt Chancey
David Braun is the founder and CEO of Capstone Strategic, a leading M&A strategic consulting firm that has successfully facilitated over $1 billion of client transactions in over 30 countries across over 100 industries. Based in the Washington, DC, Capstone Strategic has been meeting the unique demands of mid-market companies and their corporate growth initiatives for over 25 years.
David is the author of Successful Acquisitions: A Proven Plan for Strategic Growth, published by the American Management Association in 2013, with best practices that are still relevant today. For over a decade, he has been a presenter at AMA’s National Center for Continuing Education, sharing his first-hand experience in steering dozens of transactions to completion.
In our conversation, David explained that the company is not transaction oriented, but more about more about helping companies to grow. He has worked with many clients for decades. That’s the guiding principle for why he started Capstone.
Oher highlights of the conversation include:
David’s philosophy is to help clients implement their dreams and how to position their company to reach them.
The company works more on the sell side and helping companies that want to divest all or part of their business.
How the pandemic has put the spotlight on the opportunity to move to the middle.
How great companies have failed because of the lack of ability to adapt.
Four areas to consider when being on the sell side of a company.
The challenge facing Baby Boomers since 72 percent don’t have a succession plan.
Family businesses should be proactive in the next chapter for the ownership of their company.
Enjoy the show!
Connect with David:
Website: https://www.capstonestrategic.com/
Connect with Matt:
Website: https://www.mattchanceylive.com/home1615404071938
Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 06 Helping clients get on a path for future growth. Featuring David Braun, Founder and CEO, Capstone Strategic
– Alpha Tax with Matt Chancey
David Braun is the founder and CEO of Capstone Strategic, a leading M&A strategic consulting firm that has successfully facilitated over $1 billion of client transactions in over 30 countries across over 100 industries. Based in the Washington, DC, Capstone Strategic has been meeting the unique demands of mid-market companies and their corporate growth initiatives for over 25 years.
David is the author of Successful Acquisitions: A Proven Plan for Strategic Growth, published by the American Management Association in 2013, with best practices that are still relevant today. For over a decade, he has been a presenter at AMA’s National Center for Continuing Education, sharing his first-hand experience in steering dozens of transactions to completion.
In our conversation, David explained that the company is not transaction oriented, but more about more about helping companies to grow. He has worked with many clients for decades. That’s the guiding principle for why he started Capstone.
Oher highlights of the conversation include:
David’s philosophy is to help clients implement their dreams and how to position their company to reach them.
The company works more on the sell side and helping companies that want to divest all or part of their business.
How the pandemic has put the spotlight on the opportunity to move to the middle.
How great companies have failed because of the lack of ability to adapt.
Four areas to consider when being on the sell side of a company.
The challenge facing Baby Boomers since 72 percent don’t have a succession plan.
Family businesses should be proactive in the next chapter for the ownership of their company.
Enjoy the show!
Connect with David:
Website: https://www.capstonestrategic.com/
Connect with Matt:
Website: https://www.mattchanceylive.com/home1615404071938
Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Learn more about your ad choices. Visit megaphone.fm/adchoices
34 min