Decision Point - E18: Exit with Precision; The Art of Wealth Planning with Matt Borowski
Decision Points27 Feb 2024

Decision Point - E18: Exit with Precision; The Art of Wealth Planning with Matt Borowski

In Season 3, we bring you another exciting episode, this time featuring Matt Borowski, Senior Wealth Manager and Partner at True North Advisors. With vast experience in the world of wealth management, Matt takes us on a journey through a critical topic for business owners: exit strategies. In this engaging conversation, Matt emphasizing the importance of a well-thought-out exit plan. He cautions against common pitfalls, such as hasty decisions and overlooking the post-sale phase, and provide...

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Avsnitt(91)

Decision Points E91 – David Brisson: Capital Discipline, Pattern Recognition, and Building Through Uncertainty

Decision Points E91 – David Brisson: Capital Discipline, Pattern Recognition, and Building Through Uncertainty

Some operators build careers by following a defined path. Others build by recognizing patterns across industries, capitalizing on them, and moving before the market fully understands the opportunity. ...

26 Maj 50min

Decision Points E90 – Frank Swingle: Independence, Discipline, and Building an Enduring Brokerage Platform

Decision Points E90 – Frank Swingle: Independence, Discipline, and Building an Enduring Brokerage Platform

Enduring businesses are built through disciplined decisions, consistent execution, and a clear understanding of where value is created. Frank Swingle has spent more than four decades applying those pr...

5 Maj 37min

Decision Points E89 – Calvin Carter: Building the Future by Removing Friction: AI, Healthcare, and Human-Centered Innovation

Decision Points E89 – Calvin Carter: Building the Future by Removing Friction: AI, Healthcare, and Human-Centered Innovation

For Calvin Carter, technology has never been the starting point. People are. In this episode of Decision Points, Calvin Carter, Founder and CEO of Matic, shares a career defined by identifying frictio...

21 Apr 1h 5min

Decision Points E88 – William Short: Strategic Innovation, Operational Discipline, and Building Durable Enterprises

Decision Points E88 – William Short: Strategic Innovation, Operational Discipline, and Building Durable Enterprises

William Short built his career through a combination of disciplined thinking, curiosity, and a consistent willingness to pursue improvement in complex systems. His path reflects a steady progression f...

7 Apr 48min

Decision Points E87 – Derrick Evers: Detroit Resilience, Strategic Leadership, and Building for Long-Term Impact

Decision Points E87 – Derrick Evers: Detroit Resilience, Strategic Leadership, and Building for Long-Term Impact

When you are responsible for reshaping a skyline, vision is not optional. Derrick Evers carries that expectation with a steady confidence shaped by his early years in Detroit. Growing up off Seven Mil...

24 Mars 55min

Decision Points E86 – Bob Sambol: Heritage, Leadership, and Building an Enduring Hospitality Brand

Decision Points E86 – Bob Sambol: Heritage, Leadership, and Building an Enduring Hospitality Brand

Bob Sambol grew up inside the hospitality world. His father owned restaurants and bars in Manhattan, and Bob spent much of his childhood in those rooms learning how people work and how service creates...

3 Mars 49min

Decision Points E85 – Mark Winters: Frameworks, Leadership Clarity, and the Discipline Behind Entrepreneurial Operating Systems

Decision Points E85 – Mark Winters: Frameworks, Leadership Clarity, and the Discipline Behind Entrepreneurial Operating Systems

Mark Winters built his career at the intersection of leadership, structure, and strategic decision-making. His work spans engineering, Fortune 50 environments, early-stage ventures, and the developmen...

17 Feb 59min

Decision Points E84 – Adam Herrin: Strategic Risk, Market Cycles, and Building Platforms with Purpose

Decision Points E84 – Adam Herrin: Strategic Risk, Market Cycles, and Building Platforms with Purpose

Real estate markets reward those who understand cycles, manage risk, and recognize when to create their own path. Adam Herrin has built his career at those intersections. From Celina, Texas, to Divisi...

3 Feb 52min

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