EPISODE · Dec 20, 2023 · 1H 10M
How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
from Directed IRA Podcast · host Mat Sorensen and Mark Kohler
Welcome to this week's Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains the story of Caliber—a journey from a private small business to a thriving publicly traded company managing Alternative Assets.Join us as Chris shares insights into Caliber's evolution, the real estate market's current landscape, and valuable lessons learned along the way. Whether you're an investor, entrepreneur, or real estate enthusiast, this episode is packed with wisdom. Subscribe, hit the like button, and let's take control of our financial future. For more information on Chris and Caliber Wealth, check the links below!To download a copy of the slides used in this presentation, click the link below!https://drive.google.com/file/d/1518oD2pBjn9tAVN5v5MAS7CE5oFNWtE7/view?usp=sharing More about Caliber Company and where to find them! Website: https://www.caliberco.comEducation: https://www.caliberco.com/learnStock Profile: CaliberCos NASDAQ: CWDInvestor RelationsTamara Gonzalez, Financial [email protected] to get in contact with Chris -Chris Loeffler, [email protected] a Free 15-minute new account phone appointment to get started with your Self-Directed journey: https://directedira.com/appointmentTo submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastFor questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
What this episode covers
Welcome to this week's Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains the story of Caliber—a journey from a private small business to a thriving publicly traded company managing Alternative Assets. Join us as Chris shares insights into Caliber's evolution, the real estate market's current landscape, and valuable lessons learned along the way. Whether you're an investor, entrepreneur, or rea...
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How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
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