Exit Planning
Succession Success Episode 7
New podcast episode! What is the emotional rollercoaster like when you sell your business? Todd Moilanen just went through this and discusses his journey exiting from Cloverdale Equipment. Todd is candid, honest, and tells us about the process and discusses what could be next. Listen in as he joins host Matt Dery.
Read MoreFAI and Q5 Experience Team Host First Spring Fling of 2022
Ultimately, what are business owners looking for when they think about succession? Is it leaving on their terms? Leaving a good legacy? What about living happily in the “fifth quarter” of their life? All of these discussions took place on Wednesday in Oak Park at the Q5 Experience first “Spring Fling” event. Q5 team members,…
Read MoreMarody, Dery, and the Q5 Experience Team Get the Word Out about Business Succession Planning
On Wednesday February 16th, FAI’s own Pat Marody and Matt Dery along with John Carter, Chris Meso, Sarah Greifenberger, and John Bell participated in the annual Construction Association of Michigan “Design and Construction Expo” at the Suburban Collection Showplace in Novi. The event brings together local businesses to highlight what they offer to the business…
Read MoreSuccession Success: The Q5 Podcast Episode 3
On Today’s episode of Succession Success: The Q5 Experience Podcast, our host (FAI’s own) Matt Dery talks to Chris Meso, owner and founder of T Rex Advisory. Chris is also on the Q5 team assisting on the Business side with his expertise on guiding owners to build their ultimate transferable value. Meso discusses his hands-on…
Read MoreSuccession Success Episode 2
On this episode of Succession Success, The Q5 Experience podcast, Q5’s John Carter of Absolute Succession and Patrick Marody of Financial Architects highlight what the Q5 Experience can do for business owners and what the wealth gap means in the process. The show is hosted by longtime Detroit sports personality Matt Dery, who is currently…
Read MoreA new show, Succession Success, debuts on the podcast network.
On our first episode of Succession Success, The Q5 Experience podcast, host Matt Dery talks to Certified Valuation Analyst Sarah Greifenberger. Sarah is a valuable part of the Q5 team as she helps privately held companies determine what their business is worth.
Read MoreFAI Crew Takes Part in Q5 Experience Spring Fling
On Thursday June 10th in Oak Park, the Q5 Experience hosted local centers of influence from all different professional backgrounds to talk about business exit planning. Q5 (The Fifth Quarter of your business) is a collaboration between a group of business consultants (including Financial Architects) that guides business owners to build their ultimate transferable value…
Read MoreThe Q5 Experience: Transformation Through Value Creation
Video: We here at Financial Architects continue to expand our horizons and have linked up with John Carter from Absolute Succession and John and Danette Bell from Empowering Futures, LLC to help form The Q5 Experience. A business exit planning group that works closely with baby boomer business owners. Check out our introductory video, which…
Read MoreAn Exciting New Venture
In our latest episode of the Inside Financial Architects podcast, we talk to Absolute Succession CEO John Carter. John specializes in business exit planning and working with owners who are looking to sell their companies. On the show, John and host Matt Dery talk about his vision for Absolute Succession and a new venture that…
Read MoreInside Financial Architects Episode 7
What does business exit planning look like right now? Absolute Succession CEO John Carter joins Matt Dery on the show to talk about transformation of your business and introduces a new venture: The Q5 Alliance.
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