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İçerik The Retirement Fiduciary, Adam D. Koós, and CEPA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan The Retirement Fiduciary, Adam D. Koós, and CEPA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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How I Built It with Mark Fleming, Managing Partner of MEMM Capital

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Manage episode 367336654 series 1037117
İçerik The Retirement Fiduciary, Adam D. Koós, and CEPA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan The Retirement Fiduciary, Adam D. Koós, and CEPA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Adam welcomes Mark Fleming Jr, Managing Partner of MEMM Capital for another episode in the How I Built It series. A Columbus resident for most of his life, Mark is an entrepreneur that bootstrapped his company (Signature Closers LLC) to over $65 million in annual revenue and an eventual sale to Fortune 800 company, Stewart Title Company, in Feb '21. He recently founded Arena Technology Solutions with agroup of entrepreneurs that have started, scaled, and exited businessescombined with technology partners to offer solutions to middle marketcompanies and corporate innovation groups at largecompanies. MEMMCapital is his holding company that acquires and invests in established,operating businesses and he isalso a Co-Founder of TalentShare, a companythat connects collegiate athletes with the parents of youth athletes forcoaching and lessons through a marketplace and app. Adam and Mark chat about how Mark became an accidental serial entrepreneur after finding a niche and strong network in being a notary for real estate closings. Mark shares how he built Signature Closers, including the risk to simply salary himself at $40k per year (with a young family at home) in order to continue to grow his business. After partnering with an amazing Chief Technology Officer, Mark and his team built their business to over 62,000 signings per month, but still considered their accountability to their clients as one of their biggest assets, despite the number of deals in their queue. Adam and Mark also talk about transitioning out of the business and knowing when it was time to sell.

Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on iTunes: https://apple.co/3NQHjeO Subscribe on Spotify: https://spoti.fi/3aTTCse Subscribe on Google Podcasts: https://bit.ly/3QmGmMU For more VIDEO podcasts like this one: https://bit.ly/3OagYrw For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u For general financial educational ARTICLES: https://bit.ly/3aP0Ldn For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

137 bölüm

Artwork
iconPaylaş
 
Manage episode 367336654 series 1037117
İçerik The Retirement Fiduciary, Adam D. Koós, and CEPA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan The Retirement Fiduciary, Adam D. Koós, and CEPA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Adam welcomes Mark Fleming Jr, Managing Partner of MEMM Capital for another episode in the How I Built It series. A Columbus resident for most of his life, Mark is an entrepreneur that bootstrapped his company (Signature Closers LLC) to over $65 million in annual revenue and an eventual sale to Fortune 800 company, Stewart Title Company, in Feb '21. He recently founded Arena Technology Solutions with agroup of entrepreneurs that have started, scaled, and exited businessescombined with technology partners to offer solutions to middle marketcompanies and corporate innovation groups at largecompanies. MEMMCapital is his holding company that acquires and invests in established,operating businesses and he isalso a Co-Founder of TalentShare, a companythat connects collegiate athletes with the parents of youth athletes forcoaching and lessons through a marketplace and app. Adam and Mark chat about how Mark became an accidental serial entrepreneur after finding a niche and strong network in being a notary for real estate closings. Mark shares how he built Signature Closers, including the risk to simply salary himself at $40k per year (with a young family at home) in order to continue to grow his business. After partnering with an amazing Chief Technology Officer, Mark and his team built their business to over 62,000 signings per month, but still considered their accountability to their clients as one of their biggest assets, despite the number of deals in their queue. Adam and Mark also talk about transitioning out of the business and knowing when it was time to sell.

Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on iTunes: https://apple.co/3NQHjeO Subscribe on Spotify: https://spoti.fi/3aTTCse Subscribe on Google Podcasts: https://bit.ly/3QmGmMU For more VIDEO podcasts like this one: https://bit.ly/3OagYrw For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u For general financial educational ARTICLES: https://bit.ly/3aP0Ldn For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

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