This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes the Founder and CEO of FranShares, Kenny Rose, to discuss franchise investing. Kenny started his financial career working at Merrill Lynch and has worked with hundreds of franchise systems as a franchise broker for the last ten years.
During this episode, Kenny dives into franchise investing and explains how it can be a great way to diversify your portfolio. He discusses all aspects of franchise investing, from potential tax advantages to capital calls and commitments. Additionally, Kenny emphasizes the importance of long-term investment in crowdfunding, advising investors to be overprepared and aware of potential risks and opportunities.
Learn more about franchise investing.
Do you want to be a guest on the Alternative Investing Advantage? Contact us.
About Our Guest Kenny Rose
Kenny has worked with over 600 franchise brands in more than 100 industries. As an expert on franchise evaluation, he is able to identify the best ways to deploy capital into franchise ownership to maximize return on investment and operations. Kenny is a Certified Franchise Executive (CFE), with the International Franchise Association (IFA). After getting his degree in Financial Services from San Diego State University, Kenny started his career at Merrill Lynch as a financial advisor. While there, he earned his FINRA Series 7 and Series 66 licenses and worked with high-net-worth individuals. With a desire to help people build and grow wealth through entrepreneurship, Kenny joined the world’s largest franchise brokerage. He helped people learn about franchising, recommended specific franchise options based on their criteria, and coached them. He then founded Semfia, a franchise brokerage focused on income-producing and manager-run franchises.
About Our Host Alex Perny, CISP
Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.
For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.