EPISODE #18April 28, 2020
Building your Business and Securing a Successful Exit
On today’s show, Jeff speaks with Anthony Glomski, principal and founder of AG Asset Advisory, and author of Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit.
On the show, Anthony discusses important factors to consider as both an entrepreneur building a business, and as an investor. Anthony talks about surrounding yourself with the right people to build your business on secure footing to produce a successful exit, and what questions to ask when considering investing in a startup to maximize your investment. AG Asset Advisory is an SEC-registered investment advisory firm in Los Angeles. Anthony works with a select group of successful tech and business entrepreneurs who are approaching a liquidity event to help them make smart decisions with their money. Anthony is a contributor on MariaShriver.com, a member of the Milken Institute Young Leaders Circle, and a member of the Silicon Beach Surfers. Anthony’s 18 years of diverse roles in financial services has taught him that many entrepreneurs are faced with a dilemma. As business owners, they were responsible for looking out for employees and family, but oftentimes no one was looking after them. Anthony founded his advisory firm to fill that void and now serves a select number of clients who’ve entrusted their personal, retirement, and legacy assets for management. Together with his strategic partners and staff, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring that their assets aren’t unjustly taken, and charitable giving. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply consulting on investments. In the AG model, a client becomes the CEO of the client’s financial life, and AG becomes the client’s personal CFO. Originally from the Midwest, Anthony began his career at KPMG, a Big Four accounting firm in Chicago, where he audited private and publicly traded companies. He then moved to the front line of the investment world while working on the trading floor of the Chicago Board Options Exchange and in London in the early days of electronic trading. He relocated to San Francisco in time to experience the height of the dot-com boom firsthand. Anthony is a widely recognized leader in the financial advisor community. He is an author and public speaker and has made media appearances. He’s also an avid surfer, a member of the Porsche Club of America, and is involved with several charities. He splits his time between Los Angeles and New York. For more about AG Asset Advisory visit http://www.agassetadvisory.com/