Meet The Expert with Elliot Kallen

By: Elliot Kallen
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  • Summary

  • Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
    © 2023 Meet The Expert with Elliot Kallen
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Episodes
  • Leveraging Capital in Nonprofits with Lisette Nieves

    Leveraging Capital in Nonprofits with Lisette Nieves
    Sep 4 2024
    In this episode, Elliot Kallen and Lisette Nieves, President of the Fund for the City of New York, explore public and private partnerships, support for social entrepreneurs, and trends in philanthropy. Discover how Lisette leads groundbreaking innovations in the nonprofit sector.
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    28 mins
  • Maximizing Value In Mergers And Acquisitions With Brian Summe

    Maximizing Value In Mergers And Acquisitions With Brian Summe
    Aug 21 2024
    Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today. Read More: (insert link to the episode) Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/ Visit Us: https://prosperityfinancialgroup.com/ We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment/
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    21 mins
  • The $14 Billion Sports Tourism Industry with Jason Clement

    The $14 Billion Sports Tourism Industry with Jason Clement
    Aug 7 2024
    Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers alike.
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    31 mins
Leadership Economics Personal Finance Politics & Government
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