Mitigating Risk in Middle Market Companies - Van Carlson episode artwork

EPISODE · Oct 27, 2021 · 27 MIN

Mitigating Risk in Middle Market Companies - Van Carlson

from Behind The Numbers With Dave Bookbinder · host Behind The Numbers

Today’s guest shares a little-known gem in the tax code that offers economic advantages in managing risk. Dave Bookbinder goes Behind The Numbers with Van Carlson, Founder and CEO of SRA831bAdmin. In this episode, Van explains the ins and outs of the 831b insurance program and why it is a strategic tool used by the Fortune 500 but also available to smaller companies as well. Check out more of Behind The Numbers on YouTube Behind The Numbers is available wherever you get your podcasts Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from! About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes. Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers Please connect with me on LinkedIn and check out https://www.NewROI.com THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!  

Today’s guest shares a little-known gem in the tax code that offers economic advantages in managing risk. Dave Bookbinder goes Behind The Numbers with Van Carlson, Founder and CEO of SRA831bAdmin. In this episode, Van explains the ins and outs of the 831b insurance program and why it is a strategic tool used by the Fortune 500 but also available to smaller companies as well. Check out more of Behind The Numbers on YouTube Behind The Numbers is available wherever you get your podcasts Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from! About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes. Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers Please connect with me on LinkedIn and check out https://www.NewROI.com THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Mitigating Risk in Middle Market Companies - Van Carlson

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This episode was published on October 27, 2021.

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Today’s guest shares a little-known gem in the tax code that offers economic advantages in managing risk. Dave Bookbinder goes Behind The Numbers with Van Carlson, Founder and CEO of SRA831bAdmin. In this episode, Van explains the ins and outs of...

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