Mark Cuban: 7 Lessons Every CEO Founder Needs to Know about Building, Selling, and Buying Businesses

Mark Cuban: 7 Lessons Every CEO Founder Needs to Know about Building, Selling, and Buying Businesses

Cresset Capital Insights

Cresset recently hosted legendary entrepreneur, Shark Tank host, and Dallas Mavericks owner Mark Cuban, who shared advice for CEO founders on building, selling, and buying businesses. Below are Mark’s insights …

Business Exit Strategies for Female CEO Founders

Business Exit Strategies for Female CEO Founders: A Conversation with Kara Trott and Brenda Snow

Barbara Young Insights

As an entrepreneur who has built and sold multiple businesses over my 40-year career, I can tell you that from my experience women and men often approach exiting a business …

5 Leadership Lessons with Compass CEO, Robert Reffkin

5 Leadership Lessons for CEO Founders from Robert Reffkin, CEO and Founder of Compass

Cresset Capital Insights

Robert Reffkin is the founder and CEO of Compass, a real estate technology company that recently went public and is now the largest independent brokerage in America. On June 28, …

Interview: Jack Ablin on The Money Life Show with Chuck Jaffe

Cresset Capital Insights

Recently featured on “Money Life with Chuck Jaffe”, Jack Ablin says investors should expect big economic growth numbers in the second and third quarters — fueled by the release of pent-up …

Advice from the Frontline of Selling Your RIA with David Karp

Cresset Capital Insights, People

There are more than 12,000 RIAs in the United States[1]. At many of those RIAs, the CEO founders are approaching the inevitable exit from their businesses. With M&A activity in …

Reframing How We Give Back: Six Lessons from Robin Hood Foundation CEO Wes Moore

Reframing How We Give Back: Six Lessons from Robin Hood Foundation CEO Wes Moore

Whitney Webb Insights

Wes Moore believes that money alone is not enough to eradicate poverty. Rather, he believes that restoring our cities and lifting families out of poverty requires a multifaceted approach that …

5 Questions to Ask Before Joining a SPAC Board

Should you join a SPAC board? 5 Questions to Answer Before Making the Commitment

Cresset Capital Insights

By Scott Kapp, Partner at DLA Piper; and Bill Rudnick, Senior Partner and General Counsel for Cresset You have deep subject matter expertise in your industry and years of executive …

Jack Ablin on the Money Show

Using Goals-Based Investing to Organize Your Investments

Cresset Capital Insights, Market Commentary, People

Goals-based investing, a strategy that aligns investors’ holdings with their goals, is a sophisticated way to reimagine asset allocation. Investors who employ goals-based investing help insulate their lifestyles from the …

Cresset - 10 Point Checklist Before Selling Your Business

CEO Founders: A 10-Point Checklist for Selling Your Business

Cresset Capital Insights

When is the right time to begin planning to sell your business? It’s sooner than you think. Too many CEO Founders begin planning too late, or not at all. Consider …

What to do if an Unexpected M&A Offer Comes Your Way

What to Do if an Unexpected M&A Offer Comes Your Way

Bill Rudnick Insights

With M&A activity robust in many industries, business owners are increasingly dealing with unexpected offers. In this article in Corporate Counsel, Bill Rudnick and Scott Kapp discuss what to do …

Ex-Goldman Sachs Advisor on Why He Joined Cresset

Ex-Goldman Sachs Advisor on Why He Joined Cresset

Cresset Capital Insights, People

Hanley Sayers represents a trend among advisors who are increasingly making the shift from big banks and wirehouses to independent RIAs. He recently joined Cresset Asset Management as a Partner, …

Cresset-Reboot Our Cities with Wes Moore, CEO Founder of Robin Hood Foundation

Rebooting Our Cities: A Conversation on Resiliency and Generosity with Wes Moore

Cresset Capital Insights

More than 34 million people in the United States live below the federal poverty level. Wes Moore is on a mission to change that, and he wants you to join …

Cresset: 5 Strategies to Make the Most of Carried Interest

5 Financial Planning Strategies Every PE Partner with Carried Interest Should Consider

Cresset Capital Insights

By Alex Smith, Partner and Managing Director; and Sarah Simon, Wealth Strategist and Wealth Advisor with Cresset Carried interest represents a powerful financial planning tool for private equity partners. With the Biden administration now …

Founders & Entrepreneurs | 5 Leadership Lessons from Larry Levy

5 Leadership Lessons from Entrepreneur Larry Levy

Bill Rudnick Insights

By Bill Rudnick, Senior Partner and General Counsel for Cresset Most people know Larry Levy as the Co-Founder of Levy Restaurants, the largest provider of sports and entertainment catering in …

Cresset | Cultivating Resilience in Families

Cultivating Resilience in Families through History and Stories

Rachel Gil Insights

By Rachel Gil, Associate Director of Governance and Education at Cresset The year 2021 has become a time of deep reflection and soul-searching for many families. Many of us are …

Growing Season: Building the Family Business with Sarah Frey

Lessons Learned: Rebuilding the Family Business with Sarah Frey

Cresset Capital Insights

Sarah Frey decided to stay and invest in the community she dreamed of escaping as a child, and is striving to end food waste in the fresh produce industry. In …

Founders & Partners: Help Your Next-Gen Establish Good Credit

Ideas to Help the Young Adult in Your Life Establish Good Credit

Cresset Capital Insights

Many young adults graduate high school or college without understanding how credit works or the importance of having a good credit score. Establishing good credit is not just about getting …

Cresset Q&A with Larry Levy

Making the Transition from Entrepreneur to CEO to Chairman – a Conversation with Larry Levy

Cresset Capital Insights

Legendary entrepreneur Larry Levy co-founded Levy Restaurants 40 years ago and built it into the largest provider of sports and entertainment catering in the country. He knows a thing or …

Founders & Partners: Protect Yourself While Serving on a Board

Serving on a Board? What You Need to Know About D&O Insurance Coverage

Bill Rudnick Insights

You’ve been asked to serve on a board of directors. Or maybe you’ve been serving on a board for years. You are passionate about helping the organization accomplish its mission, …