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Andrew Glaze, CFA

Andrew Glaze, CFA
Andrew Glaze, is a highly respected financial expert with over 20 years of experience in the capital markets. He has a background in computer science and served as a captain in the United States Army, where he commanded the Fire Support Team for 1st Cavalry Division’s Aviation Brigade. After obtaining his MBA from Columbia Business School with a focus on value investing, Andrew worked as a senior investment professional at Claar Advisors and Standard General. He has also served on two public boards and has a proven track record of sourcing, analyzing, structuring, and executing financial transactions totaling over $1 billion. Andrew has a personal mission to help veteran-owned businesses gain access to the capital they need and improve their financial performance. Through Wealth Stack, he uses his deep network on Wall Street and his financial expertise to optimize financial structures for veteran business owners, helping them scale faster, improve efficiency, and increase their bottom line.

Recent Posts

From LLC to C-Corp: A Seamless Transition in 8 Easy Steps

Posted by Andrew Glaze, CFA on May 24, 2023 10:17:27 PM

As a business owner, one of your critical decisions revolves around your business's legal structure. In the early stages, many entrepreneurs opt for the Limited Liability Company (LLC) structure due to its simplicity and flexibility. However, as businesses grow and mature, transitioning to a C Corporation (C-Corp) may become necessary to take advantage of its numerous benefits.

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Topics: Corp Finance, Capital Access

The Power of External Counsel: Why Your Board of Advisors Needs a Fresh Perspective

Posted by Andrew Glaze, CFA on May 24, 2023 9:25:53 PM

In today's fast-paced and highly complex financial landscape, a key element of success for any company is an effective Board of Advisors. However, as a seasoned executive and board member, I can tell you that an internal board alone isn't always enough to navigate this challenging landscape effectively. Today, I want to talk about the importance of seeking outside help for your Board of Advisors, and the unparalleled value this can bring to your organization.

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Topics: strategy, Capital Access

The Top Six Considerations Before Hiring an Investment Banker

Posted by Andrew Glaze, CFA on May 24, 2023 2:10:45 PM

As the leader of a veteran-owned business, you've undoubtedly proven your adaptability and resilience. Now you're considering the next big step: engaging an investment banker. You may be seeking capital for expansion, planning an exit strategy, or exploring merger and acquisition opportunities. But how do you find the right investment banker who truly understands your unique needs?

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Topics: Loans, strategy, Capital Access, VetCAP

Unlock the Power of VetCAP and Empower Veteran CEOs through Wealth Stack's Referral Programs

Posted by Andrew Glaze, CFA on May 10, 2023 4:51:31 PM

At Wealth Stack, we believe in the power of community and the importance of supporting fellow Veteran entrepreneurs on their journey towards success. That's why we're excited to share our exclusive VetCAP platform and referral programs designed to help Veteran CEOs access the funding they need to grow their businesses.

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Topics: Business Early, Business - Mid Stage, Business - Late Stage, strategy, VetCAP

Maximizing Your First 30 Days on Wealth Stack's Veteran Capital Access Platform

Posted by Andrew Glaze, CFA on Apr 14, 2023 3:15:26 PM

As a new Veteran CEO user on Wealth Stack's VetCAP platform, you're in the right place to access the tools and resources necessary to grow your business. Here's a step-by-step guide to help you make the most out of your first 30 days on the platform.

  1. Complete the onboarding process: Upon signing up, you'll receive a series of introductory emails guiding you through the onboarding process. Be sure to schedule your onboarding meeting to get familiar with the platform and learn how it can best serve your business.

  2. Explore the course offerings: VetCAP offers a comprehensive range of courses designed to help you build out financial models, create projections, and identify the best financing options for your business. Begin by taking the introductory courses and work your way through the more advanced lessons at your own pace.

  3. Set clear goals: Establish what you want to achieve during your first month on VetCAP. Whether it's securing a new round of funding or refining your business model, having clear goals will help you stay focused and make the most of the platform's resources.

  4. Leverage the networking opportunities: VetCAP connects you with a vast network of fellow Veteran CEOs, investors, and lenders. Attend virtual events, engage in the community forums, and take advantage of the opportunity to forge valuable connections that could lead to new business opportunities.

  5. Utilize the personalized support: Depending on your subscription level, you may have access to personalized support from dedicated account managers and financial strategy consultants. Be proactive in reaching out to your support team to address any questions or concerns you may have.

  6. Track your progress: VetCAP offers various tools to help you track your business performance and growth. Regularly monitor your progress, and adjust your strategies and goals as needed to ensure you're on the right track.

  7. Seek feedback: Engage with the VetCAP community and your support team to gain valuable insights and feedback on your business plans and financial strategies. This will help you fine-tune your approach and maximize your chances of success.

  8. Stay informed: VetCAP regularly updates its resources, tools, and courses to ensure they remain relevant and useful. Stay up-to-date with the latest offerings and make use of any new features that may benefit your business.

  9. Reflect on your first month: After your first 30 days on VetCAP, take the time to evaluate your experience. Identify areas where you've made progress, and set new goals for the coming months to ensure continued growth and success.

By following these steps, you'll be well on your way to making the most of your first month on Wealth Stack's VetCAP platform, setting your Veteran-owned business up for lasting success.

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Topics: VetCAP, Onboarding

The Current State of the VC Market- A Challenging Landscape for Veteran CEOs across America

Posted by Andrew Glaze, CFA on Apr 10, 2023 11:59:52 AM

As the CEO of Wealth Stack, I am deeply committed to supporting veteran CEOs in navigating the complexities of financing your business. The current state of the VC market in the United States is a cause for concern for many entrepreneurs, and veteran CEOs are no exception. In this blog post, I will discuss the recent downturn in the venture capital market and what it means for veteran CEOs across America.

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Topics: new business, Trending Finance News, Business - Early Stage, Corp Finance

10 Surprising Ways to Fund Your Startup Without Venture Capital

Posted by Andrew Glaze, CFA on Mar 22, 2023 3:14:54 PM

Access to capital is one of the biggest challenges that early-stage entrepreneurs face. It was my own challenges with accessing capital and my prior success raising $20 million from family offices that led me to create the Wealth Stack Veteran Capital Access Platform. While venture capital is often seen as the only way to get the funding you need to succeed, in reality it is one of many ways to secure the capital needed to scale your business off the ground. In this blog, we will explore 10 non-venture capital ways to access capital for early-stage entrepreneurs.

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Topics: new business, strategy, Capital Access, debt


Posted by Andrew Glaze, CFA on Mar 13, 2023 12:52:50 PM

On Friday, Silicon Valley Bank, a prominent lender in the technology world, became the largest bank to fail since the 2008 financial crisis. The bank provided services to nearly half of the country's venture capital-backed technology and life-science companies and over 2,500 venture capital firms. The bank's failure was attributed to a combination of dwindling start-up funding and significant uninsured depositors who withdrew their money at the first sign of turbulence.

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Topics: Business, Loans

Which Sectors are Lenders Most Bullish on in 2023?

Posted by Andrew Glaze, CFA on Feb 13, 2023 7:49:35 PM

As we head into 2023, it's important for investors and business leaders to understand which sectors are attracting the most investment from lenders. In this article, WealthStock Founder & CEO Andrew Glaze, a 20-year public markets investment veteran, shares his insights on which sectors are most attractive to capital allocators and why.

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Topics: Business, Business|Trending Finance News

When Interest Rates Rise: 3 Steps CEOs Should TakeYour Blog Post Title Here...

Posted by Andrew Glaze, CFA on Feb 13, 2023 7:46:37 PM

As interest rates continue to rise, it's important for CEOs of small to mid-cap companies to take a proactive approach to managing their liabilities and assets. In this article, WealthStock Founder & CEO Andrew Glaze offers three suggestions for CEOs to navigate this changing financial environment.

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Topics: Pay Off Debt, Business|Trending Finance News, Macro