How can employees be a part of the owner’s succession plan? We discuss it with Lazear Capital’s own Jeremy Garrett and Jeff Jamerino.  They specialize in sell-side transactions with a focus on Employee Stock Ownership Plans (ESOPs) for companies across the United States. FAI’s own Matt Dery is the host.  Here is the latest Q5 Experience podcast: Video:

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What is the path to becoming a country music artist? From the Midwest to Nashville, our guest today Teddy Robb shares his story on this week’s episode with our host Matt Dery. Teddy talks about his dream of having a recording contract and putting out hit songs. The pressure that is involved and where he got his start…

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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.

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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,…

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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…

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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…

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The Empowering Futures Podcast Network brings you the fifth installment of this business and community leaders roundtable. Matt Dery chats with Absolute Succession’s and Q5 QB John Carter, Danette Bell of The LifeMethod, and NuStar Insurance’s John Chevalier. For more information, contact Matt at mdery@financialarch.com.

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