Entrepreneurial Legacies

In this episode of Clear Conversations, John Sleeting sits down with Jeff Haanen for an insightful discussion about the challenges business owners face during major transitions, particularly during mergers and acquisitions. Drawing from his personal and professional experiences, including his departure from the Denver Institute for Faith and Work, Jeff shares how this pivotal moment shaped his views on calling, identity, and leadership. Together, John and Jeff explore the often-overlooked emotional aspects of selling or transitioning a business. Jeff brings a unique perspective, influenced by his background in economics, theology, and entrepreneurship, and explains why understanding one's deeper purpose is just as important as any financial detail. Jeff also introduces his latest initiative, Better Exit, which aims to help business owners navigate these changes with emotional clarity and spiritual grounding. This conversation is essential listening for anyone considering their next steps—because exiting a business is not only about what you leave behind, but also about the person you are becoming throughout the journey. Disclosures: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Haanen is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Haanen in exchange for his participation or comments. Mr. Haanen has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting interviews Garry Krum, founder and chairman of Agora Consulting. Together, they delve into the strategic aspects of building, growing, and eventually transitioning a business. With years of hands-on experience in mergers and acquisitions, Garry provides a practical and insightful perspective on how to prepare a company for its next chapter. Their discussion covers all aspects of business planning, highlighting that early-stage strategy is as crucial as exit strategy. They explore ways to create long-term value and outline the steps business owners can take to become more attractive to potential buyers or partners. Garry also shares his insights on assembling the right team and relying on trusted advisors, highlighting the crucial roles that investment bankers and advisory boards play in ensuring a successful transaction. This episode is full of insights, offering a grounded perspective on how thoughtful planning can lead to better outcomes for business owners and the legacies they leave behind. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Anna Fiascone and Natalie Ryan, two powerhouse luxury real estate agents serving Chicagoland's western suburbs. With impressive professional backgrounds—Anna in law and Natalie in marketing and advertising—they joined forces in the real estate world to build a thriving, equal partnership. Their conversation delves into the art of understanding diverse client needs, crafting tailored strategies, and navigating an ever-evolving real estate landscape amid national regulatory shifts. Anna and Natalie offer a wealth of insight into the nuances of luxury real estate, from the importance of adaptability to the strategic thinking required to stay ahead in a competitive market. Beyond business, this episode explores how professional success is shaped by personal passion, community engagement, and ethical business practices. Anna and Natalie share how their philanthropic efforts intertwine with their careers, strengthening both their professional impact and their legacy. As the discussion unfolds, listeners can gain valuable perspectives on market trends, the intricacies of high-end real estate transactions, and the lasting power of strong client-agent relationships. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor

In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting welcomes back John Chapman, Founder, and CEO of Clearwater Capital Partners, to discuss the firm's evolution and future vision. Chapman shares insights on Clearwater Capital's strategic growth, operational advancements, and unwavering commitment to excellence in wealth management. The conversation explores the firm's core values—where character and competency are essential traits—along with its three primary business areas: Family Office, Private Wealth, and Institutional Advisory Services. Chapman and Sleeting also discuss Clearwater Capital's organic growth strategy, fiduciary alignment, and the future role of mergers and acquisitions in shaping the firm's path forward. To learn more about Clearwater Capital Partners and their growth vision, join the conversation on YouTube, Apple Podcasts, or Spotify. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and John Chapman are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie's journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawing from personal experiences, including navigating family responsibilities after her father's early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving. Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs. Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Valerie Hogan are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Join John Sleeting as he welcomes Jae Haas, a CEO and entrepreneur whose diverse business experience offers fresh insights into leadership and family business dynamics. Jae shares his journey from the telecommunications and railroad sectors to becoming a non-family member CEO at Transnational Payments. He reflects on his decision to join the family business, and the lessons learned in building a culture rooted in accountability, integrity, and openness. Tune in to discover Jae's key ingredients behind thriving family-business relationships, effective risk-taking, and fostering trust among stakeholders. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Jae Haas is a client of Clearwater Capital Partners. No compensation was provided to Mr. Haas in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Join John Sleeting as he sits down with Terry Graber, retired CEO of Power Construction, in an insightful dialogue on navigating the unique nuances and intricacies of serving as a non-family member CEO within a family-run business. Their discussion explores aspects such as succession planning, the importance of maintaining healthy relationships, and the unique dynamics brought by a non-family executive at the helm. Reflecting on his 30-year tenure with Power Construction, Terry emphasizes the pivotal role of trust, transparency, and empathy in his leadership approach. This episode sheds light on how a successful enterprise can be built by blending professional management, family values, and philanthropic endeavors, especially within an organization nearing its centennial anniversary. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Terry Graber is a client of Clearwater Capital Partners. No compensation was provided to Mr. Graber in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.