How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets episode artwork

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/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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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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