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The Prosperity Report - A Leader in Trucking: from Founding to Exit, with Guest Dan Ugalde

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Manage episode 407201547 series 3558742
Content provided by Marcus Garabedian and Mark Chandik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Garabedian and Mark Chandik 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://staging.podcastplayer.com/legal.

How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde.

What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites?

To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California Contractors Association. Dan grew a highly successful trucking company that supplied earthmoving trucks to construction sites throughout SoCal.

After a long and productive career, Dan took an interesting approach when exiting his company: he chose to liquidate rather than sell. Through that process, he made sure his key employees were well taken care of, helping many of them retire or find places within the industry.

A master at forming long-term relationships, Dan is also very active in helping the industry fight harmful legislation, having also served on the SCCA Legislative Committee.

  • Listen in as Dan shares his thoughts with host Mark Chandik on:
  • Business And Regulatory Changes In Your Industry Over The Years
  • The Effect Of California Compliance Regulations On Independent Truck Owners
  • How Did You Decide On The Exit Strategy For Your Company
  • What Length Of Time Did It Take To Wind Down Your Business
  • Fostering Long-Term Relations
  • Advice On Navigating The Highs And Lows Of The Industry
  • Managing Your Cash Flow
  • Hiring Employees For The Long Term
  • How Important Is Family Support
  • How Important Is Your Work With Charities
  • Using Professional Consultants

Free Exit Preparedness Assessment

In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: https://fdpwm.com/site/our-clients/exit-strategies/

About the FDP Prosperity Report

Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

GET THE BOOK

For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit www.fdpwm.com

  continue reading

8 episodes

Artwork
iconShare
 
Manage episode 407201547 series 3558742
Content provided by Marcus Garabedian and Mark Chandik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Garabedian and Mark Chandik 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://staging.podcastplayer.com/legal.

How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde.

What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites?

To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California Contractors Association. Dan grew a highly successful trucking company that supplied earthmoving trucks to construction sites throughout SoCal.

After a long and productive career, Dan took an interesting approach when exiting his company: he chose to liquidate rather than sell. Through that process, he made sure his key employees were well taken care of, helping many of them retire or find places within the industry.

A master at forming long-term relationships, Dan is also very active in helping the industry fight harmful legislation, having also served on the SCCA Legislative Committee.

  • Listen in as Dan shares his thoughts with host Mark Chandik on:
  • Business And Regulatory Changes In Your Industry Over The Years
  • The Effect Of California Compliance Regulations On Independent Truck Owners
  • How Did You Decide On The Exit Strategy For Your Company
  • What Length Of Time Did It Take To Wind Down Your Business
  • Fostering Long-Term Relations
  • Advice On Navigating The Highs And Lows Of The Industry
  • Managing Your Cash Flow
  • Hiring Employees For The Long Term
  • How Important Is Family Support
  • How Important Is Your Work With Charities
  • Using Professional Consultants

Free Exit Preparedness Assessment

In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: https://fdpwm.com/site/our-clients/exit-strategies/

About the FDP Prosperity Report

Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

GET THE BOOK

For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit www.fdpwm.com

  continue reading

8 episodes

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