Don’t Call it Private Equity, Seeking Value (and Tax Alpha) in Small Business with Adam Tkaczuk

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It's not every day you get to talk about investing and food in the same conversation, and this week, refinancing, restructuring, and investing in niche businesses is on the menu with Adam Tkaczuk(@Adam_Tkaczuk). Adam is a tax consultant, project CFO, and private equity investor. He raises debt, equity, and government subsidies for projects and helps business owners reduce the tax liability on the sale of their business.
In this episode, Adam and Jeff get into "The Greatest Show on Earth" and discuss investing in distressed companies, just what deep value means, food processing and Philly cheesesteaks (we'll take a Whiz with onions, please), private vs. public equity (is the juice worth the squeeze), the true heroes of finance, tax strategies for business owners and so much more! Plus, we're playing two truths and a lie with Adam where he throws in a coffee roasting twist — SEND IT!

Chapters:
00:00-01:47 = Intro
01:48-03:45 = Choose your Fighter: Calgary Stampede or Tour De France
03:46-20:49 = Flipping distressed companies, Food processing & Philly Cheesesteaks
20:50-37:48 = Private vs. Public Equity, site selection, subsidy programs & is the juice worth the squeeze?
37:49-45:59 = Family-owned small businesses are the heroes, why not just be a plumber?
46:00-59:37 = Tax strategies for business owners, selling a business & breakdown of an opportunity zone
59:38-01:07:42 = Two Truth's & a lie? A Coffee roast profile
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From the episode:
Check out Adam's newest white paper 8 Ways to Minimize Taxes When Selling a Business
Follow along with Adam on Twitter @Adam_Tkaczuk and for more information visit ventouxholdings.com
Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

Don’t Call it Private Equity, Seeking Value (and Tax Alpha) in Small Business with Adam Tkaczuk

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Don’t Call it Private Equity, Seeking Value (and Tax Alpha) in Small Business with Adam Tkaczuk
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