“Enjoy the journey so you can relish the time on the core things you want.” - Adam Blakney
"You're going to have to live in the world as it is today. Not in the world that maybe we wish we had” - Josh Peck
Running a lean single-family office isn't easy, and Adam Blakney runs the daily gambit of public portfolios, real estate, direct investments, and various board positions to keep the family on track towards its vision for future generations. Adam says that the money is the easy part and his principal focus is on the people, the health of the family, education, and ensuring that the plans the family makes now will create value, not just financial for future generations. Through history as well as personal experience, Adam has discovered that the best-laid plans of previous generations have been rendered obsolete in current times, demanding new ideas and new paths forward.
Since every single-family office is unique, Adam has relied on his MBA from Melbourne Business School, as well as his experiences in startup to build his single-family office from the ground up building a team of suppliers and advisors to help navigate these unchartered waters.
Joshua M. Peck is the founding member of the TrueCode Capital with nearly 20 years developing and capitalizing on emerging technologies. He utilizes a systems approach to portfolio management that leverages his deep quantitative background in financial engineering, machine learning, and applied mathematics.
Early in his career, Josh worked in academia in support of high-performance research computing environments where he became a regional expert in systems engineering, cyber security, and data engineering. In addition to his work, he is active in philanthropy through the Denver Mile High Rotary Foundation, where he is currently the treasurer and a member of the World Community Service Committee where most recently they were able to fund a cold storage project in Nepal.
Josh has served as an advisory board member, angel investor, and mentor for various venture clubs and accelerators, and has invested in a diverse group of companies.
Josh received his BS in Computer Science from Pittsburgh state university and his Master's of Science Engineering, Management from the University of Kansas.
SELECTED LINKS FOR THIS EPISODE
Did you enjoy this episode of The Sell My Business Podcast?
Please leave a review. Reviews help me reach new listeners, grow the show, and continue to create content that you'll enjoy.
This podcast is brought to you by Deep Wealth.
Your liquidity event is the most important financial transaction of your life. You have one chance to get it right, and you better make it count.
But unfortunately, up to 90% of liquidity events fail. Think about all that time, money and effort wasted. Of the "successful" liquidity events, most business owners leave 50% to over 100% of their deal value in the buyer's pocket and don't even know it.
Our founders said "no" to a 7-figure offer and "yes" to a 9-figure offer less than two years later.
Don't become a statistic and make the fatal mistake of believing that the skills that built your business are the same ones for your liquidity event.
After all, how can you master something you've never done before?
Are you leaving millions on the table?
Learn how the 90-day Deep Wealth Experience and our 9-step roadmap helps you capture the maximum value for your liquidity event.
Enjoy the interview!
This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.
Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer and "yes" to a 9-figure offer two years later. In the process we increased the value of our company 10X.
During our liquidity event journey, we created a 9-step preparation process. It's the quality and depth of your preparation that increases your business value.
After our 9-figure exit we committed ourselves to leveling the playing field. The Deep Wealth Experience helps you create a launch plan in 90-days. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.