Gary is an accomplished entrepreneur with over 30 years of experience in the Financial Services Industry. He founded and successfully operated a Registered Investment Advisor (RIA) company, laying the groundwork for his diverse business ventures. Since selling his RIA in 2010, Gary has owned and managed a variety of small businesses, including Business Consulting, Restaurants, SaaS, Construction, Vocational Schools, e-commerce, Agriculture, and Business Aviation. This extensive experience has honed his understanding of how small business works and what they need. His experience as an educator on the topic of investments and wealth management proves valuable in introducing new investors to the MCA syndication business.
Episode Highlights Here:
Brett
Before we jump into this episode, I wanna invite you to join our community to help you become a better steward scale to billions and ultimately give more or all of it away. All I want you to do is to click the subscribe button right now. I love your support. It’s incredible to see your comments, and we’re just getting started. I can’t wait to go on this journey with you. Thank you so much for subscribing. It means the world to me. Welcome to the build to billions podcast, where we got successful entrepreneurs and investors on their journey from millions to billions. And we believe the key to scaling and compounding your wealth starts every single day with a mindset and practice of stewardship, of our ownership and applying billionaire biblical principles. Our ultimate goal is to help you build and scale your wealth and life so you can give more or all of it away. My name is Brett Swartz, and every episode, we are joined by some of the best world’s top entrepreneurs, millionaires and billionaires, and they share their expertise, their wisdom, their knowledge, with us and their area of niche focus. So again, we can all grow, give and make a bigger impact in this world. I’m excited about our next guest. He’s now a friend of mine and and he has an amazing background of over 40 years as an entrepreneur, that includes 25 years in the financial services industry. He formerly held a Certified Financial Planner designation, life action, health insurance license and finish securities licenses. And He also founded a company that was registered investment advisor with assets under management exceeding $100 million he has started several businesses, including a hedge fund of funds, and he he has his due diligence analytical processes led him to positive annual returns, even in bear markets and so much more. Please. Welcome to the show with me. Gary men, Zs, Gary, how are you doing today? Doing
Gary
great. Brett, thanks for having me on the show, and it’s exciting. It’s been, it’s been great meeting you not too long ago, but I feel like we’ve become friends almost instantly and been doing some business together. It makes it makes business a lot more fun when you’re dealing with great people.
Brett
Absolutely. Yeah, I’m excited to be a part of what you’re doing and to even introduce our listeners to it as well. And so we’re gonna be talking about revenue based financing, right, which is a unique model for investors and also a great service for small businesses and such. But before we get into all of that, and Gary, would you give our listeners just a little bit more about your story and your current focus? Sure.
Gary
Yeah, so I’ve been around a while, but as you read, I started off as an investment advisor, but really as an entrepreneur, I ran my own small practice, and in doing doing so, I helped a lot of small businesses start up how to grow and then how to manage their money and all of that. I sold that business way back in 2010 but the experience was great. I went on to get involved in many other types of businesses, real estate development, restaurants. Aviation is a passion of mine, and I was fortunate to be in the industry for a while, but then about two years ago, I was ready for my next adventure, and I was introduced to this world called revenue based financing, which, quite frankly, I had never heard of. And most people that I introduced this to have not heard of it. It’s a kind of a quiet business and industry, but it is an $18 billion and growing industry, and what I love about it is that we help small businesses. Small businesses are very underserved when it comes to being able to access capital, and having been that guy that’s gone to the banker and been laughed out of the office because I didn’t have the right credit score, I didn’t have the right track record, or I didn’t have a million dollars in the bank. You know already. I know what that’s like. I know what it’s like to struggle in a small business. So when I discovered this industry that makes it very easy for businesses to access capital that doesn’t require, you know, the traditional banking requirements, like tons of collateral, perfect credit score and, you know, personal guarantees, I was intrigued, but then as an investor, I was even more intrigued because it allowed me as an investor, to directly participate in providing that capital to small business. So it’s a win, win, I like to say Brett. And if I had to summarize what we do, we’re like a bank on steroids. Absolutely everything’s fast, yeah,
Brett
yeah, absolutely. This is really neat, and so it’s called merchant marketplace. So break down how this, what it is, how it works, and let’s just keep diving in as we go here. So if you’d like this little short clip of the interview I just did, click over here to watch the full interview, and please don’t forget to subscribe. Thanks so much, everybody.
You.
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About Gary Menzies
Gary Menzies has nearly 40 years as an entrepreneur that includes 25 years in the Financial Services Industry. He formerly held the Certified Financial Planner designation, Life Accident and Health Insurance licenses and FINRA Securities Licenses. He also founded a company that was a Registered Investment Advisor with assets under management exceeding 100,000,000.
He started several subsidiary businesses including a hedge fund of funds. His due diligence and analytical processes led to positive annual returns even in bear markets.
He later founded and partnered in many other businesses.
As a seasoned entrepreneur Menzies has originated millions of dollars of financing for his own businesses and businesses that he consulted with. His experience in creative financing strategies has led to many successful outcomes for small businesses that he has served.
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