Wednesday Oct 27, 2021

Van Carlson – Mitigating Risk in Middle Market Companies

Today’s guest shares a little-known gem in the tax code that offers economic advantages in managing risk.

Dave Bookbinder goes Behind The Numbers with Van Carlson, Founder and CEO of SRA831bAdmin.

In this episode, Van explains the ins and outs of the 831b insurance program and why it is a strategic tool used by the Fortune 500 but also available to smaller companies as well.

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About the Host:

Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

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