I connect CPAs, CFPs, & RIAs with a top-ranked M&A firm when their clients are ready to sell. Builder of referral networks. M&A Advisor, Author & king of typos
Granbury, TX
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I've met with over 300 people since June 1.
Here is a mega thread (not in any order) of who they are and what they do.
Also, huge news coming Monday.
If you like this post and I'll send a link to my newsletter so you don't miss it.
If you want a warm intro
DM me 👇 or email me ryan@adastraequity.com
nitter.net/messages/compose…
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Happy to debate Dave. Was a regular pod I listened to a few years back. Even had Robbie on a podcast I used to host.
But I tuned in a few times over the past few months and I think he’s changed.
DMs open Dave.
Listen, as shocking as it is for a Daily Wire employee to accept a debate with me, it seems awfully embarrassing that it’s not Ben, or even Matt or Michael.
You honestly want to debate the primary concern of libertarians with me? That the most popular libertarians are more animated by legalized prostitution than wars of aggression? Seriously?
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Tampa is going to be the SMB event of the year.
Literally people are flying in from across the country.
Utah, Kansas, Minnesota, Ohio, New York, North Carolina, and Texas.
Want to attend?
DM me 👇 or email me ryan@adastraequity.com
I have no idea how long it took @ryanraysr Ryan to put together this post as a working dad with four kids, but I hope he had help or at a minimum Ai. I’m honored to be included in this list of very accomplished individuals. The up coming happy hour with Ryan, @MatthewChang @paulswaney3 will be clutch! @writeclimbrun can’t wait to meet you in person and update you on my mentoring connections !
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Georgia Football
Okay, mega thread will pick back up Monday.
Still have 28 pages in the google doc.
I've met with over 300 people since June 1.
Here is a mega thread (not in any order) of who they are and what they do.
Also, huge news coming Monday.
If you like this post and I'll send a link to my newsletter so you don't miss it.
If you want a warm intro
DM me 👇 or email me ryan@adastraequity.com
nitter.net/messages/compose…
2
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Adam Forbes @adamforbes89
LI: linkedin.com/in/adforbes/
What they do: Commercial Insurance
Company Website: imacorp.com/
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Zach Ashburn @zachary_ashburn
LI: linkedin.com/in/zacharyashbu…
What they do: Strategic Wealth Advisor
Company Website: reachstrategicwealth.com/
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Dallin Drescher @SellersCounsel
LI: linkedin.com/in/dallin-dresc…
What they do: M&A, ECVC, Outside General Counsel
Company website: buchalter.com/
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Sonja Howle
LI: linkedin.com/in/sonja-howle-…
What they do: Land advisor on alternatives to selling (energy, credits, mineral rights).
Company Website: sonjahowle.com
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Adam McMillian @TradesWealth__
LI: linkedin.com/in/adam-mcmilli…
What they do: Financial advisor and exit-planning quarterback for trade business owners.
Company Website: tidemarkfp.com
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Darren Unruh @darren_unruh
LI: linkedin.com/in/darren-unruh…
What they do: Investment Strategy
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Kurtis Hanni @KurtisHanni
LI: linkedin.com/in/kurtishanni/
What they do: Fractional CFO
Company Website: bisoncfo.com/
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Alex Hartsuff @AlexHartsuff
LI: linkedin.com/in/alex-hartsuf…
What they do: Shows agencies how to land enterprise clients
Company Website: join.enterpriseclients.com/w…
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Hector Resendez @TS_Secrets
LI: linkedin.com/in/hector-resen…
What they do: Trade School Expert & Fork lift repair
Company Website: tradeschoolsecret.com/subscr…
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Matt Magee @FW_MattyIce
LI: linkedin.com/in/matt-magee/
What they do: Wealth management
Company Website: mforcecapital.com/
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Bryan Hasling @bryanhasling
LI: linkedin.com/in/bryanhasling…
What they do: Wealth & Tax Advisor
Company Website: modernfp.com/
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Brent Daily @BrentDailyCFO
LI: linkedin.com/in/brent-daily-…
What they do: Fractional CFO
Company Website: balancedadvisory.com/
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