The Silver Tsunami: Can Your Business Survive Without You?

The “Silver Tsunami” brings business succession into focus. Learn what retiring owners, family members, and key employees need to consider before the next chapter arrives.

Selling Your Business for $10M—What Do You Actually Keep?

A $10 million business sale does not mean $10 million in your pocket. Before you focus on the price, understand what happens to the money—and what happens to your life after the deal.

With Will Rodriguez, CPA/ABV, CVA

"Why Didn't I Meet You 20 Years Ago?" — Financial Imagination for Business Owners

If you are a family business owner or successor, this could save you, your business, and your family millions on taxes.

Cost Segregation Isn't Enough — The Mandatory Tax Rule That Almost Nobody Uses

"I've Been in This Business 30 Years — How Have I Never Heard of This?"

With Eric P. Wallace, CPA

Breaking Down The Prestige Process

This episode pulls back the curtain on the entire Prestige Advisors process, step by step, including what each stage costs and when you actually pay.

Your CPA Files. A Strategist Fights. The Difference Can Be Worth Six Figures.

If you've ever said "let me check with my CPA" and gotten nowhere, this episode explains why you should loop a tax strategist into these conversations.

Club vs. Swing: The Business Exit Most Owners Get Wrong

If you're a business owner staring down the 18th hole, this one's for you.

Why "Call Me When You Sell" Is the Worst Advice in Wealth

Learn why proactive tax planning — not backward-looking tax preparation — is essential for high earners seeking smarter growth. The introductory episode also presents Mark and Logan, Prestige’s approach, and the strategies, case studies, and expert conversations ahead.

Watch This Before You Do a 1031 Exchange (The Strategy Most CPAs Miss)

Learn how an Intermediate Installment Sale can help commercial real estate owners and business sellers defer capital gains taxes without the restrictions of a 1031 exchange. He also outlines who benefits most and how to prepare before a sale.

Why the Vanderbilts Went Broke and the Rockefellers Didn't: The Family Bank Explained

Dive into this case study on generational wealth and how you can set your family up for long-lasting success, regardless of your current net worth.

Proactive Tax Planning: How Smart Business Owners Save Six Figures a Year

Dive into how proactive tax planning can help business owners reduce taxes through strategies like the Augusta Rule and employing their children. A client case study shows how $100,000 in savings could grow into $4 million by retirement.