Adam Tkaczuk's guest appearances

Adam Tkaczuk

The Meb Faber Show

The Derivative

Kevin Davitt

Phil Huber

Salem Abraham

Kathryn Kaminski

Anthony Zhang

Leigh Drogen

Mike Philbrick

Corey Hoffstein

Vineer Bhansali

Nancy Davis

Chris Cole

Ted Seides

Adam Butler

Eric Crittenden

Greg Obenshain

OwlTail

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 &amp; Philly Cheesesteaks 20:50-37:48 = Private vs. Public Equity, site selection, subsidy programs &amp; 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 &amp; breakdown of an opportunity zone 59:38-01:07:42 = Two Truth's &amp; a lie? A Coffee roast profile --- 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

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(<a href="https://twitter.com/Adam_Tkaczuk" rel="nofollow" target="_blank">@Adam_Tkaczuk</a>). 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 &amp; Philly Cheesesteaks 20:50-37:48 = Private vs. Public Equity, site selection, subsidy programs &amp; 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 &amp; breakdown of an opportunity zone 59:38-01:07:42 = Two Truth's &amp; a lie? A Coffee roast profile --- From the episode: Check out Adam's newest white paper <a href="https://ventouxholdings.com/white-papers" rel="nofollow" target="_blank">8 Ways to Minimize Taxes When Selling a Business</a> Follow along with Adam on Twitter <a href="https://twitter.com/Adam_Tkaczuk" rel="nofollow" target="_blank">@Adam_Tkaczuk</a> and for more information visit <a href="https://ventouxholdings.com/" rel="nofollow" target="_blank">ventouxholdings.com</a> Don't forget to subscribe to <a href="https://www.rcmalternatives.com/the-derivative-podcast/" rel="nofollow" target="_blank">The Derivative</a>, and follow us on Twitter at <a href="https://twitter.com/rcmAlts" rel="nofollow" target="_blank">@rcmAlts</a> and our host Jeff at <a href="https://twitter.com/AttainCap2" rel="nofollow" target="_blank">@AttainCap2</a>, or <a href="https://www.linkedin.com/company/rcm-asset-management/" rel="nofollow" target="_blank">LinkedIn</a> , and <a href="https://www.facebook.com/RCMAlternatives/" rel="nofollow" target="_blank">Facebook</a>, and <a href="https://info.rcmalternatives.com/get-our-blog-alternatives" rel="nofollow" target="_blank">sign-up for our blog digest</a>. 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 <a href="http://www.rcmalternatives.com/disclaimer" rel="nofollow" target="_blank">www.rcmalternatives.com/disclaimer</a>

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

In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones. Meb then asks about the best way to source investments in OZs. Adam provides some background, resources, and some wisdom that it is important to look closely at fees and be careful about diligence into OZ investments. He notes that there are all types of projects available, not just real estate, and that location can have a huge impact. Meb asks Adam about location based sources of capital. Adam describes examples of what that is and some examples of how business can use this practice to find money to fund business projects. Adam then gets into the role he plays with small business owners in helping them navigate tax credits, find project funding, and maximize after-tax income. He talks about tax and investment strategies, and business sale tactics such as considering OZs and a structured sale.   Next, Adam talks about some case studies on helping clients find tax credits. As the conversation winds down, Meb asks Adam to get into the general flow of how he works with clients. All this and more in Episode 176, included some great resources and Adam’s most memorable investment.

In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones. Meb then asks about the best way to source investments in OZs. Adam provides some background, resources, and some wisdom that it is important to look closely at fees and be careful about diligence into OZ investments. He notes that there are all types of projects available, not just real estate, and that location can have a huge impact. Meb asks Adam about location based sources of capital. Adam describes examples of what that is and some examples of how business can use this practice to find money to fund business projects. Adam then gets into the role he plays with small business owners in helping them navigate tax credits, find project funding, and maximize after-tax income. He talks about tax and investment strategies, and business sale tactics such as considering OZs and a structured sale.   Next, Adam talks about some case studies on helping clients find tax credits. As the conversation winds down, Meb asks Adam to get into the general flow of how he works with clients. All this and more in Episode 176, included some great resources and Adam’s most memorable investment.

#176 - Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This