The Five Oceans Podcast

Episode 5: Asset management is crucial for everyone, including business owners who want to pass on their assets to future generations. From wills and business continuity plans to tax strategies, these are some aspects that we need to pay attention to when it comes to estate planning. In this episode of the Exit Planning Toolkit miniseries, Marc Campbell and Chris Girbés chat with Cara Koss, Partner at Arnold & Porter Kaye Scholer LLP. Listen in as they talk about the value of estate planning for

Episode 4: Navigating the complexities of tax compliance during a business exit is a critical aspect that demands careful attention. What do we need to consider? In this conversation of the Exit Planning Toolkit miniseries, Marc Campbell and Chris Girbés chat with Louis Hamel, Partner at HW LLP, about the tax considerations to keep in mind during a business exit. They delve into the potential risks of tax compliance issues, particularly at the state and local level, and how they can impact a tra

Episode 3: Embarking on the journey of selling your business can be exciting and daunting at the same time. Whether you’re a seasoned entrepreneur or a first-time seller, understanding the intricacies of the process is vital to a successful outcome. In the first part of the Exit Planning Toolkit miniseries, Marc Campbell and Chris Girbés sit down with David Young, partner at Cooley LLP, to talk about the art of selling your business. Marc, Chris, and Dave delve into the importance of seeking gui

Episode 2: In a world driven by financial success, it’s vital to work alongside professionals who prioritize more than just the bottom line. In this episode, Marc Campbell and Chris Girbés talk about Gen X and Gen Y founders and C-suite entrepreneurs as their ideal clients while discussing how they serve them according to their unique processes. Marc and Chris emphasize the need for a clear process that goes beyond the basics of traditional wealth management and how their framework focuses on th

Episode 1: Welcome to the first episode of The Five Oceans Podcast: The Exit Planning Toolkit Miniseries with Marc Campbell and Chris Girbés, founders of Five Oceans Advisors! In this inaugural episode, Marc and Chris unveil their beginnings in the financial world and the life experiences that have shaped them into who they are today. Additionally, they explain how they met, the concept of Five Oceans, and how having an entrepreneurial spirit has been crucial to their success. Marc and Chris dis