Jan 20, 2026
No matter how long you’ve owned stock, a business, or real estate, one thing never changes: buying and selling high-value assets comes with costs. So before you make plans to sell your cryptocurrency or liquidate your company stock holdings, you need to know...
Jan 19, 2026
Raising capital like a professional isn’t about pitching deals—it’s about building trust, systems, and long-term investor relationships. In this episode, we sit down with Dean DeLisle, a seasoned capital markets executive who has spent decades helping investment...
Jan 18, 2026
In today’s episode, we sit down with Joshua Brooks, the founder of Exponential Advisors, to explore how veterans can build durable, purpose-driven wealth in the age of digital assets. As blockchain, cryptocurrency, and decentralized finance continue to fundamentally...
Jan 16, 2026
Most business owners don’t realize they’re building an asset that may one day be sold—until it’s too late to fix what buyers care about most. In this episode, we sit down with Steven Weigler, Founder and Managing Partner of EmergeCounsel, to unpack what it actually...
Jan 16, 2026
In this episode, we sit down with Anthony Nitsos, founder of SaaS Gurus and a financial systems expert known for helping high-growth companies scale with clarity and integrity. Anthony breaks down the cash-flow fundamentals every leader needs to master, the hidden...
Jan 15, 2026
While selling a high-value asset can be a simple financial transaction, it needs to involve more than handing over real estate or stock to a buyer in exchange for funds. Before you think about selling, you need a strategy to protect yourself for what comes after the...
Deferred Sales Trust Company > Blog > Page 24
