Don't Get Bullied by Your Bank…or Anyone Else!: The 5-Step Plan to Exit Your Business With All the Money You Need to Live the Life You Want by Brian Callanan
Where did the chip on the author’s shoulder come from; such that he wants to protect business owners as they exit for retirement? The chip comes all of the way from the rough and tumble streets of Boston to the exclusive offices of private wealth management in Palm Beach.
Callanan takes the reader through his painful rollercoaster’s journey of generational alcoholism, bullying and drug addiction as a youth. The book also includes him finding his faith in God. This faith helped him to deal with a baseball bat accident that took the life of a classmate, a family suicide and more than one business market crash.
The author presents a well-researched argument that Wall Street is operating from a broken 50-year-old model. This broken model will disappoint retirees as they age unless they make risk management a priority in their family portfolios.
This very personal and vulnerable story is told so that the retirement income planning paradigm for business owners is transformed. Callanan wants to educate people how to exit for all they are worth. It’s an insider’s view that although the odds are against the client, something can be done about it. Nothing is left off the table. The People need to know. This is a must read for anyone who wants to make sure they are not getting bullied by their financial institutions into taking less than they deserve.
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As a transplant from Boston in 1995, I held executive roles on various Boards of Directors with the Internet Coast – CIO Council, South Florida Telecom Forum and the South Florida Technology Alliance, Mental Wellness Network Alliance, & Fire Wall.
My career began with me advising business owners as to their telecommunications infrastructure. I worked with Verizon Business managing National & Global account teams in the Fortune 1000 space. I saw the dot-com bubble first hand. In 2000, I went into real estate working with consumers and business owners as to their property and mortgages. I worked with Coldwell Banker for 7 years until the credit collapse.
I started my finance career working with a boutique investment bank. Shortly thereafter, I was recruited by UBS Private Wealth Management. More specifically, Florida’s #1 Financial Advisor, a Barron’s Top Advisor with over $1B AUM. I wrote and executed the team’s Marketing Plan and Budget. My training also includes experience with Met Life and Raymond James.
This opportunity availed me of some of the most sophisticated strategies in banking and wealth management. The families we worked with had various projects with very different goals; probably much like yourself. I learned how to breakdown these disparate needs into projects and build the appropriate teams of expertise to accomplish the goal.
Much of my volunteer time has been invested in the Boy Scouts of America. We do a tremendous amount of work on projects supporting many other charitable organizations in the community. Otherwise, I’m a single Dad raising my son – who has earned the rank of Eagle Scout and is a Presidential Service Award Recipient.
I would be very interested to see how my broad background can be used to your advantage while leveraging the exceptional talent I have befriended along the way to serve you, your family and your business.
Let’s sit down and get to know one another and see what is possible collaborating our respective resources. Exit Planning, Asset Preservation, Retirement Income, Asset Growth, M&A, Wealth Transfer or Philanthropy…you choose.