18. Anthony Glomski, Principal and Founder of AG Asset Advisory, and Author.

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/

For more about Anthony visit https://www.linkedin.com/in/anthonyglomski/

To get Anthony’s book visit

https://www.liquidityandyou.com/

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John Reighard, Partner & EVP

John Reighard is a Partner at Angel Investors Network, where he leverages his expertise in business development, networking, and investor relations to help entrepreneurs secure funding and scale their businesses. With a passion for connecting people and ideas, John plays a pivotal role in fostering strategic partnerships and guiding business owners toward sustainable success. In addition to his work with Angel Investors Network, he also owns and operates two other small businesses.

 

A Connector and Networking Extraordinaire, Business Coach/Consultant, and Inspirational Speaker, John is deeply committed to helping individuals and businesses achieve meaningful results. His mission is to empower entrepreneurs and leaders to create lasting impact through strategic growth, financial acumen, and powerful relationship-building.

 

John has trained with, been mentored by, and provided consulting services to some of the world’s top thought leaders in personal development and business transformation, including Jack Canfield (America’s #1 Success Coach and Founder of Chicken Soup for the Soul), Stephen Covey, T. Harv Eker, Bob Proctor, Blair Singer, Robert Kiyosaki, Neil Rackham, Marcia Wieder, and Roger (Bud) Seith. These experiences have shaped his ability to guide clients through personal and professional growth, helping them unlock their full potential.

 

Before joining Angel Investors Network, John took a sabbatical in 2002, living with his family in Norway, Portugal, and France—an enriching experience that followed 15 award-winning years in Silicon Valley. During his time in the tech industry, he worked for leading companies such as Lucent Technologies, Exodus Communications, Octel Communications, and Brady Corporation.

Meet Jeff Barnes

Jeff Barnes is a former US Navy Nuclear power plant operator on a Submarine, Navy diver, risk management director, technology enthusiast, business growth expert, advisor and management consultant. Mr. Barnes sits on the boards of startup companies, runs a venture fund, supports non-profits supporting military vets, and spends most of his time helping CEOs and founders of growing companies automate, systemize, and scale to 8 and 9-figure valuations.

 

With over 20 years of technology, systems, operations, and marketing experience, Mr. Barnes has advised over 1,000 companies, invested tens of millions in advertising campaigns, and helped companies generate over $1 billion in investment capital.

 

As the chairman of Angel Investors Network and founder of Digital Evolution Marketing Group, Mr. Barnes has worked with founders, entrepreneurs, and CEOs around the world to accelerate the growth of their businesses and achieve substantial exits. He’s a father, husband, veteran, business owner, advisor, and mentor, and his true passion in life his helping others achieve success, freedom, and autonomy in theirs.