Your Best Financial Life

Nurturing a small business to maximize its potential while dodging the risks, plus preparing a business for an exit when a business founder wants out are the topics on today’s podcast.  You will meet Jeff Kadlic, who started his career in commercial lending, then moved into institutional investing. During his time in the investment sector, he was exposed to private equity funds. He kept seeing smaller successful companies that didn’t have access to capital but were overlooked by the larger investors. Today, Jeff is an advocate for small business owners, and his company, Evolution Capital Partners, dedicates itself exclusively to this market. There is lots to learn in this episode! Take a listen as Scott and Jeff chat. Show Highlights:  Farming system for “the big leagues” Target: small businesses with 500k - 3mil operating profit Professionalizing great small businesses to make them attractive to institutional buyers Maximizing potential Fundamentals of accurate and timely financial reporting Fundamentals of