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Unlock Hidden Enterprise Value: Investor Andy Lee’s Expert Guide On Leveraging Tax Receivable Agreements (#360)

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Content provided by Deep Wealth by Jeffrey Feldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deep Wealth by Jeffrey Feldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Send us a text

“Sales is the single most important skill in life. Master the art of sales.” -Andy Lee

In this episode of the Deep Wealth Podcast, Andy Lee, founder of Parallaxes Capital, delves into his journey from Citigroup to founding his own firm specializing in tax receivable agreements (TRAs). He discusses the importance of understanding taxes for both buy and sell-side transactions, providing insights on how to unlock hidden value in tax assets. The conversation also explores the role of tax advisors, the significance of clean books in transactions, and real-world examples like Shake Shack.

03:14 Andy Lee's Early Life and Career Journey

04:11 The Fascinating World of Tax Receivable Agreements

08:36 The Role of Secondary Markets in Business

11:49 Understanding Tax Receivable Agreements (TRAs)

15:07 Case Study: Shake Shack and Tax Assets

24:40 Negotiation and Incentives in Business Deals

28:30 Importance of Diligence and Addressing Skeletons

31:43 Factoring Solutions and Market Strategy

33:39 The Role of Tax in Business Success

37:37 Life Lessons and the Importance of Sales

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Parallaxes Capital

TRAilblazing on Apple Podcasts

@ParallaxesCapital | Youtube

Andy Lee - Parallaxes Capital | LinkedIn

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Here's to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive
Contact Deep Wealth:

Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!

  continue reading

382 episoade

Artwork
iconDistribuie
 
Manage episode 434104702 series 3308092
Content provided by Deep Wealth by Jeffrey Feldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deep Wealth by Jeffrey Feldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Send us a text

“Sales is the single most important skill in life. Master the art of sales.” -Andy Lee

In this episode of the Deep Wealth Podcast, Andy Lee, founder of Parallaxes Capital, delves into his journey from Citigroup to founding his own firm specializing in tax receivable agreements (TRAs). He discusses the importance of understanding taxes for both buy and sell-side transactions, providing insights on how to unlock hidden value in tax assets. The conversation also explores the role of tax advisors, the significance of clean books in transactions, and real-world examples like Shake Shack.

03:14 Andy Lee's Early Life and Career Journey

04:11 The Fascinating World of Tax Receivable Agreements

08:36 The Role of Secondary Markets in Business

11:49 Understanding Tax Receivable Agreements (TRAs)

15:07 Case Study: Shake Shack and Tax Assets

24:40 Negotiation and Incentives in Business Deals

28:30 Importance of Diligence and Addressing Skeletons

31:43 Factoring Solutions and Market Strategy

33:39 The Role of Tax in Business Success

37:37 Life Lessons and the Importance of Sales

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Parallaxes Capital

TRAilblazing on Apple Podcasts

@ParallaxesCapital | Youtube

Andy Lee - Parallaxes Capital | LinkedIn

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Here's to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive
Contact Deep Wealth:

Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!

  continue reading

382 episoade

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