Preparing for a Successful Exit with Dylan Malot

Image

Most of what matters in leading a fulfilling life cannot be bought. Healthy bodies, minds and relationships are crucial to happiness, as well as the fruits of creative effort beyond the trappings of prosperity. While business stress is present at every level of wealth, confidence in our financial security allows us to focus on our pursuits, family and community to make the lives of others better.

Growing up in a family-owned business—what my father always called the “business school of hard knocks,” I witnessed firsthand the passion, struggles and successes that went into a vibrant middle market business with international operations. That experience, coupled with my fascination for business and investing, has led me to where I am today. I advise entrepreneurs through decisions on what matters most to them and tie their creations to their livelihoods, giving and future endeavors. I build bridges between values and capital—in planning, philanthropy and portfolios.

Helping my clients solve problems, deeply understand their choices, and make wise decisions is the best part of being an advisor. I help them navigate their complex financial lives and to be wise stewards of their wealth by deeply understanding their values and how to align their resources with those values. Most of my clients are beyond concerns about their financial security—they are most concerned about making sure that they are capturing the right opportunities, mitigating risk and improving tax efficiency. My advice empowers them to make the right decisions while understanding why they are making them.

We Talk About

• What are some of the biggest mistakes founders of companies make when they sell their companies?
• What happens to your taxes when there is a valuation “POP” in your startup’s equity?
• Should Environment, Social, and corporate governance (ESG) concern a startup founder and their company?
• Are there benefits for Startup founders to join ACG?

For informational purposes only; not an advertisement and does not constitute an endorsement of any particular wealth transfer strategy. Bernstein does not provide legal or tax advice. Consult with competent professionals in these areas before making any decisions.

LISTEN HERE: