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SFB075 Building and Assessing Value While Creating Autonomy Part 2

| August 15, 2017
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Episode Summary

Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values company's assets and does business case consulting. Marek has been in this field of work for over 25 years and in part two of this two part interview, we talk about the assets he invests in, life insurance policies, how often companies should get valuations done, and the 11 month sail boat race he is on.

What Was Covered

  • 01:11 - The types of assets he invests in on his personal balance sheet
  • 03:17 - Life insurance policies and the tax avoidance loophole
  • 12:02 - Life insurance as an asset class
  • 13:24 - How often to get a valuation done on your company
  • 18:07 - The 11 month boat race around the world he’s embarking on
  • 19:44 - His sailing experience and his crew
  • 22:07 - How he set up his business so he could be away from it for 11 months
  • 27:05 - The amount of calories every crew member will eat each day
  • 28:40 - His blog he created for the race


"Minimizing current taxes is one of the top objectives for me."

"My asset mix has been 1/3, 1/3, 1/3 in low risk, low return fixed income assets."

"We’ve already been racing before we even started sailing."

"I grew up sailing. I was in Sea Scouts."

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