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Mark Cecchini
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Jul 20, 2026
Building for the Next Generation of Wealth
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25:00

Conner YoungHOST
I would love to know, because we don't deal with this, what those conversations and questions look like.

Mark CecchiniGUEST
Yeah, I think I think it's when when people ask me sort of like what were the good breaks that I've caught along the last few years, one of which is just falling sort of backwards into the technology niche that I've fallen into.

Mark CecchiniGUEST
And then by nature of that, getting expertise in liquidity event management, not only for tech companies, but also, you know, I've had like corporate M&A.

Mark CecchiniGUEST
But just in the last three years, I'll just read you a couple of the highlights.
8 MINS LATER

Conner YoungHOST
with different clients that are coming in, does that, well actually you tell me, what are you trying to be selective on?
Wealth Advisors Debunk the Biggest Myth About Being Rich (w/ Mark Cecchini)
16:27
16:34
16:40
28:28

Mark CecchiniGUEST
And I think that I'll break it into a part into two parts, because I think there's and I even had a client tell me this.

Mark CecchiniGUEST
He worked for a company for several years, maybe, you know, first thousand employees at a company that's now a household name.

Mark CecchiniGUEST
And when they had their big first tender offer a few years back, it was it was a long time coming.
12 MINS LATER

Nikki DunnHOST
And of course, a lot of it matters what the valuation was of SpaceX when you received it, correct? And then what is it trading at in the market, in the public market? Do you have any advice for people that are wondering what the heck they're going to do because of the fact that SpaceX IPO'd at such a high valuation and has come down quite a bit since it IPO'd? I mean, how do you approach that with people?