Best Practices for Start-up Companies founded with Academic Technology

Date: 02/20/2015
Time: 3:30 pm – 4:30 pm
Location: 123 Snell Library
Speaker: Mark Tepper, CFP, President and Founder, Strategic Wealth Partners

Best Practices for Start-up Companies founded with Academic Technology

Come learn how to make smart financial decisions as an entrepreneur — from growing and protecting assets, minimizing tax consequences, and maximizing gains from liquidity events to planning exit strategies.

Mark Tepper is President of Strategic Wealth Partners and one of its founding members. While he works with a variety of clients, Mark specializes in the wealth management and financial planning needs of entrepreneurs. He has helped numerous entrepreneurs build the value of their businesses, develop strategic exit plans, and maximize proceeds post-sale. Since entering the financial services arena in 2000, Mark has gone on to become a Million Dollar Round Table Top of the Table qualifier, placing him in the top 0.1% of financial advisors in the country. A well-known financial commentator, he appears regularly on CNBC’s Street Signs and Closing Bell, as well as FOX Business. Additionally, he is the author of Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook. Beyond that, he has been featured in numerous publications, including The Wall Street Journal, Kiplinger’s, and CNN Money.