Know Your Options

As an investor, going through some rough times are inevitable. But are
you really prepared for every scenario?
 Measured Risk Portfolios, Inc. and their founders, Larry Kriesmer and
Bernard Surovsky, have developed a strategy that is resilient to
virtually any risk scenario that may come along. And they invite you
to come along for a journey to the destination we are all seeking:
Investing without Fear.

"Know Your Options: The Measured Risk Podcast" - your guide to navigating the volatile nature of the markets while managing risk purposefully. Join us as we challenge the theory behind Traditional Asset Allocation and dive into the mathematics of investing. Whether you are a seasoned investor or just starting out, this podcast offers valuable insights and practical advice to help you make informed decisions and manage your money wisely. So grab a cup of coffee, sit back, and let's dive into the world of calculated risks together.

]]> https://www.measuredriskportfolios.com/ audioboom.com Sat, 01 Aug 2026 20:20:31 +0000 en https://audioboom.com/i/43764725/s=1400x1400/el=1/rt=fill.png Know Your Options https://www.measuredriskportfolios.com/ false Know Your Options Audioboom fe4825e2-956e-5d4a-a187-5b2278b351c5 https://audioboom.com/channels/5173777.rss episodic 3: Risk and Reward in Business Growth: Funding and Investment Tactics https://audioboom.com/posts/8933655 3 Risk and Reward in Business Growth: Funding and Investment Tactics 1975 false full

Know Your Options: The Measured Risk Podcast

In this episode, Bernard Surovsky and Larry Kriesmer welcome Ami Kassar, the founder of Multi Funding and author of "The Growth Dilemma." They discuss the importance of funding expertise for registered investment advisors (RIAs) and their clients, particularly in the context of acquisitions and mergers in the RIA space. Ami shares insights on alternative debt market options and the benefits of Small Business Administration (SBA) loans for business acquisitions. The conversation also covers the appraisal process, finding the right bank for financing needs, risk profiles in entrepreneurship, personal guarantees, and the dangers of high-interest loans.

 

Ami Kassar, founder and CEO of MultiFunding and author of The Growth Dilemma, has earned a national reputation as a thought leader in business finance. An in-demand speaker and trusted advisor to growth-focused business leaders, Ami has helped thousands of business owners achieve ambitious growth goals through creative and personalized funding solutions. His work has helped create tens of thousands of jobs. For more than 20 years, Ami has challenged executives to think differently about how they capitalize growth. Regularly featured in national media including The New York Times, Huffington Post, The Wall Street Journal, Entrepreneur, Forbes and Fox Business News, Ami also wrote a weekly column for Inc. Magazine. He has advised the White House, the Federal Reserve Bank and the Treasury Department on credit markets. Ami regularly speaks at corporate, academic and industry events on topics including entrepreneurship and access to capital.

 

What you’ll learn about in this episode:

 

·      SBA loans offer an attractive option for entrepreneurs looking to finance business acquisitions, with low down payments and extended loan terms, making them a powerful tool for growth.

·      Having a well-crafted business plan and a clear strategy for fund utilization is essential for successful borrowing, especially in the context of complex financial deals.

·      Why the right financial institution is crucial, as different banks have varying credit boxes and products.

·      How businesses vary in their risk profiles and aspirations, and it's essential to define how big you want your business to be and how much risk you're willing to take for successful growth.

·      Personal guarantees play a critical role in securing business loans, and entrepreneurs should be cautious about high-interest, short-term loans that can lead to debt traps.

 

Guest Resources:

https://www.multifunding.com/

Measured Risk Portfolios Resources:

https://www.measuredriskportfolios.com

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