đź“ť Episode Overview:
In this powerful episode, Derek Dombeck sits down with Alan Franks — Certified Financial Planner and author of Empowered Money — to dig deep into the financial blind spots most business owners and investors overlook. From early financial education to leveraging debt like the wealthy, Alan breaks down how to build true enterprise value, plan for multi-generational wealth, and use creative strategies for long-term financial freedom. Whether you're a real estate investor, entrepreneur, or someone serious about financial legacy, this conversation is loaded with value.
🔑 Key Takeaways:
-
Enterprise Value Matters: Treat your business as an asset with real market value — not just a lifestyle vehicle.
-
Annual Valuations: Tracking business growth through annual (non-qualified) valuations helps increase your business’s marketability.
-
Know Your Multiple: Understand how your industry and business size affect your sale multiple — and how to increase it.
-
Leverage Like the Wealthy: Use tools like securities-backed lines of credit, HELOCs, and life insurance loans to get multiple dollars working for every dollar earned.
-
Trusts & Legacy: Passing down values, not just money, is crucial. Trust structures with clear parameters protect your family and your mission.
-
Creative Deal Structuring: Real-world examples of creative real estate deals, like long-term options with no liabilities.
-
Tax Mitigation Is a Must: The biggest expense you have isn’t your mortgage — it’s your taxes. Learn how to legally avoid them.
🎧 Why You Should Listen:
If you’re a business owner or real estate investor who wants to maximize profits, exit smart, and build generational wealth, this episode is essential listening. Alan’s insights blend practical finance, personal stories, and advanced strategies that go way beyond the basics. Plus, the chemistry and humor between him and Derek make it a genuinely fun ride.
📚 Relevant Topics Discussed:
-
Business valuation and growth
-
Wealth-building mindset from childhood
Popular Podcasts
True Crime Tonight
If you eat, sleep, and breathe true crime, TRUE CRIME TONIGHT is serving up your nightly fix. Five nights a week, KT STUDIOS & iHEART RADIO invite listeners to pull up a seat for an unfiltered look at the biggest cases making headlines, celebrity scandals, and the trials everyone is watching. With a mix of expert analysis, hot takes, and listener call-ins, TRUE CRIME TONIGHT goes beyond the headlines to uncover the twists, turns, and unanswered questions that keep us all obsessed—because, at TRUE CRIME TONIGHT, there’s a seat for everyone. Whether breaking down crime scene forensics, scrutinizing serial killers, or debating the most binge-worthy true crime docs, True Crime Tonight is the fresh, fast-paced, and slightly addictive home for true crime lovers.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
The Clay Travis and Buck Sexton Show
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.