Selling Your Business, Looking for Life in Outer Space, and Being Transparent – Paul Pagnato

Paul A. Pagnato is Co-Chairman at Cresset, and Founder at PagnatoKarp, a top multi-family office and private wealth management firm with over $27 billion in assets under management.

Paul is a Barron’s and Forbes top advisor with more than 30 years of industry leadership, ranked #1 in Virginia on Forbes Top Wealth Advisors and #2 in Virginia on Barron’s Top 1,200 Financial Advisors lists.

Paul has been featured in The Wall Street Journal, Barron’s, Forbes, CNBC, Fox Business, Bloomberg, Reuters, and CNN, and is an international speaker through Singularity University.

Paul began his career as a microbiologist working collaboratively with NASA and McDonnell Douglas to search for life in outer space. When he joined the financial industry, he spent 19 years with Merrill Lynch where he founded the Washington, D.C. Private Banking & Investment Office before founding PagnatoKarp, a family office created squarely on the principles of transparency.

In this episode, we dig into Paul’s background, discuss his experience during the 2008 financial collapse, what entrepreneurs should think about when preparing for a sale or liquidation event, and talk about why Transparency is so important.

This episode is for entertainment purposes only and nothing in this episode should be considered financial advice. Do your own research and consult with your investment professional before making any investment decisions.

******************************

The Analytive Podcast is created and hosted by Tyler Brooks at Analytive. If you’re wanting to grow your business through measurable, trackable channels (including ABM, SEO, Facebook ads, and funnels), reach out to us. We’d love to chat.