Month: January 2021

FEATURE
Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White

Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White

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One of the great things about Boston is its stand-out food scene. 

To celebrate the city’s food industry, Peter Raskin joins renowned chef and restaurateur Jasper White for today’s episode. Together, they dive into a lively conversation about Jasper’s years of restaurant experience and the business lessons he’s learned along the way. 

 In this episode, you will learn:

  • How Jasper got into the restaurant industry  
  • The ups and downs of owning a business 
  • How COVID-19 has impacted the restaurant industry
  • The change in the restaurant business that Jasper wants to see  
  • And more!

Tune in now for your behind-the-scenes look at owning a restaurant with Jasper White! 

Resources:  Raskin Planning Group  | Peter Raskin: (617) 728-7433 | Jasper’s Cookbook 

CRN-3423138-012621

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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Episode 50 – Growing Your Business for Your Exit – With John Leonetti

Episode 50 – Growing Your Business for Your Exit – With John Leonetti

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Business owners often need to grow the value of their business to satisfy their lifestyle post-exit. This can be achieved through thoughtful growth planning.

In  this episode, Peter Raskin welcomes Pinnacle Equity Solutions’ John Leonetti to discuss the concept of growth planning. They discuss important considerations for business owners looking to grow their business for their exit and explain why growth planning is not just about maximizing revenue.

In this episode, you will learn:

  • What your mental readiness might look like when exiting your business 
  • Three preparation stages to help you ready for your exit 
  • How John’s checkers and chess analogy relates to business value growth 
  • Professionals who can help ready-to-exit business owners 
  • And more!

Tune in and discover how a strategic growth plan can help you organize and plan a successful business exit!

Resources: Raskin Planning Group  | Peter Raskin | (617) 728-7433 | Pinnacle Equity Solutions | The International Exit Planning Association 

CRN-3388962-010421

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

FEATURE
Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman

Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman

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An Employee Stock Ownership Plan, also known as ESOP, is the most common form of employee ownership in the United States.

In this episode, Peter Raskin is joined by Rich Glassman, a partner at ESOP Plus. Rich discusses the different implications of ESOPs while explaining how these plans are a “win-win game” for business owners and their employees. 

In this episode, you will learn:

  • What an ESOP is and how it works
  • Why business owners should consider ESOPs, and how it relates to their readiness to exit their business 
  • The role of taxes when it comes to ESOPs
  • How clients can walked away with significant retirement accounts thanks to ESOPs
  • And more!

Tune in to learn the benefits of ESOPs for business owners and their employees!

Resources: Raskin Planning Group  | Peter Raskin | ESOP Plus | (860) 916-3287 (Richard Glassman)

CRN-3386520-123020

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.