• Perennial Pride

  • 著者： Tom Suvansri
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Perennial Pride

著者： Tom Suvansri
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  • Tom Suvansri is passionate about protecting and growing his family’s wealth and he shares how you can do it too. In this show, you will learn strategies that leverage economic principles in order to achieve increased financial control, cash flow, and tax advantages that last generations. It’s time to eliminate uncertainty and create wealth strategies to build a family legacy.
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  • Mastering the Business Exit: Lessons in Risk, Resilience, and Maximizing Value with Lee Heisman

    Mastering the Business Exit: Lessons in Risk, Resilience, and Maximizing Value with Lee Heisman
    2024/10/24

    On this episode of Perennial Pride, Tom reconnects with longtime friend Lee Heisman, CEO of Exit Stage Left Advisors. With decades of entrepreneurial experience, Lee shares insights into helping business owners maximize the value of their business as they prepare for an exit. From his start in the printing industry to managing multiple successful ventures, Lee reflects on the importance of risk-taking, resilience, and aligning your efforts with your long-term goals. Tune in to learn about Lee's journey, the lessons he's gained along the way, and what business owners need to know when selling their companies.

    Highlights
    02:08 - The Value of Delayed Gratification.
    03:39 - Challenging Conventional Wisdom for Success.
    05:50 - Lee Heisman on Defining Personal Success.
    06:34 - Transitioning from Physical Therapy to Entrepreneurship.
    07:15 - Starting a Printing Business in Atlanta.
    09:45 - Selling the Printing Business for New Ventures.
    10:56 - The Importance of Resilience and Learning from Failures.
    12:29 - Early Business Challenges: Working All Night.
    14:39 - Side Hustles Need Full Dedication to Thrive.
    16:19 - Balancing Different Types of Employees.
    20:04 - Teaching Entrepreneurship at Kennesaw State University.
    22:35 - Embracing Failure as a Learning Tool.
    23:35 - Understanding Personal Risk Tolerance in Business.
    26:04 - Preparing a Business for Sale.
    28:55 - Importance of Business Financials and Predictability.
    32:50 - Money in the Marketplace Post-COVID.
    36:50 - Common Mistakes Before Selling a Business.
    40:32 - Importance of Having a Generation 2 Successor.
    42:39 - Horror Stories of Unprepared Sellers.
    46:00 - The Joy of Helping Clients Exit Successfully.


    Episode Resources

    • Connect with Tom Suvansri
    • https://perennialpride.com/
    • https://www.facebook.com/perennialpride/
    • https://twitter.com/perennialpride
    • https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
    • Connect with Lee Heisman
    • https://www.linkedin.com/company/exitstageleftadvisors/

    Call to Action
    Schedule a Call with Tom

    How to Listen:
    Subscribe on Youtube
    Listen on Spotify
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    47 分
  • Asset Protection, Trusts, and Tax Strategies Explained with Alessandra Long

    Asset Protection, Trusts, and Tax Strategies Explained with Alessandra Long
    2024/10/17

    In this final episode with estate attorney Alessandra Long, they explore the complexities of asset protection and tax planning. Together, they provide an overview of how to safeguard your wealth from risks and taxes, while ensuring a smooth transfer to future generations. They discuss strategies like irrevocable trusts, life insurance trusts, and charitable giving options. Tune in to learn more about protecting your assets and securing your legacy.

    Highlights
    05:10 - Reduced estate tax exemption impact
    09:00 - Revocable vs. Irrevocable trusts overview
    11:18 - Irrevocable Life Insurance Trust (ILIT) explained
    18:12 - Charitable Lead Trusts vs. Charitable Remainder Trusts
    21:00 - Grantor Retained Annuity Trust (GRAT) benefits


    Episode Resources

    • Connect with Tom Suvansri
    • https://perennialpride.com/
    • https://www.facebook.com/perennialpride/
    • https://twitter.com/perennialpride
    • https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
    • Connect Alessandra Long
    • aml@amlonglaw.com

    Call to Action
    Schedule a Call with Tom

    How to Listen:
    Subscribe on Youtube
    Listen on Spotify
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    24 分
  • Powers of Attorney, Healthcare Directives, and Living Wills Explained with Alessandra Long

    Powers of Attorney, Healthcare Directives, and Living Wills Explained with Alessandra Long
    2024/10/10

    In this episode of the Perennial Pride podcast, host Tom Suvansri welcomes back state attorney Alessandra Long for part three of their estate planning series. They dive into crucial topics like powers of attorney, healthcare directives, and living wills. Alessandra explains the importance of setting up these documents before a crisis strikes, offering practical advice on how they can protect you and your loved ones. Tune in to learn how to ensure your wishes are respected and avoid the stress of legal complications during tough times.

    Highlights
    03:08 - Importance of Durable Power of Attorney
    06:50 - Springing Power of Attorney Explained
    12:30- Short vs. Long Form Power of Attorney
    15:10 - Potential Situations for Power of Attorney Use
    20:59 - Choosing Agents and Trust Issues
    23:19 - Introduction to Health Care Directives
    24:40 - Distinction Between Living Will and Last Will
    29:10 - Importance of Living Wills in Estate Planning
    35:19 - Encouraging Family Discussions on Estate Planning


    Episode Resources

    • Connect with Tom Suvansri
    • https://perennialpride.com/
    • https://www.facebook.com/perennialpride/
    • https://twitter.com/perennialpride
    • https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
    • Connect Alessandra Long
    • aml@amlonglaw.com

    Call to Action
    Schedule a Call with Tom

    How to Listen:
    Subscribe on Youtube
    Listen on Spotify
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    32 分

あらすじ・解説

Tom Suvansri is passionate about protecting and growing his family’s wealth and he shares how you can do it too. In this show, you will learn strategies that leverage economic principles in order to achieve increased financial control, cash flow, and tax advantages that last generations. It’s time to eliminate uncertainty and create wealth strategies to build a family legacy.
マネジメント リーダーシップ 経済学
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