MCF

10/29/2026

Every successful business starts with a vision. But the path to getting there isn't always clear.

For entrepreneur Dan Roszkowski, building a business meant making tough decisions, embracing uncertainty, and staying focused on the bigger picture.

In the latest episode of The Legacy Behind the Logo, Dan joins MCF Advisors CEO Dave Harris to reflect on his journey of building and selling a business twice, the lessons learned along the way, and what it really takes to turn a vision into reality.

🎙️ Watch or listen to the full episode on YouTube, Spotify, or Apple Podcasts.

*For informational purposes only. MCF is an SEC-registered investment adviser.

10/27/2026

Every successful business starts with a vision. But do you need to know exactly how you'll get there?

According to Dan, not necessarily.

In this clip from Legacy Behind the Logo, Dan shares why having a clear vision is one of the most important characteristics of a business owner. Even when the path forward is uncertain, knowing where you want to go gives you something to work toward.

MCF Advisors CEO Dave Harris connects this philosophy to a familiar leadership principle: "Begin with the end in mind."

🎙️ Watch the full episode to hear more about Dan's entrepreneurial journey and the lessons that shaped his success.

*For informational purposes only. Not a solicitation for services. MCF is an SEC-registered investment adviser.

10/23/2026

Behind every successful business is a team of people who helped build it.

For entrepreneur Dan Roszkowski, one of the biggest lessons from building and selling his business twice was recognizing that success isn't achieved alone.

In the latest episode of The Legacy Behind the Logo, Dan joins MCF Advisors CEO Dave Harris to discuss leadership, the importance of surrounding yourself with the right people, and the lessons learned along the way.

🎙️ Watch or listen to the full conversation on YouTube, Spotify, or Apple Podcasts.

*For informational purposes only. MCF is an SEC-registered investment adviser.

10/21/2026

Less meetings. More getting things done.

For Dan, effective leadership wasn't about filling calendars with meetings. It was about keeping operations lean, communicating directly, and staying involved in the day-to-day business.

In this episode of The Legacy Behind the Logo, Dan joins MCF Advisors CEO Dave Harris to share his approach to running a business and the lessons learned along the way.

Watch the full conversation on YouTube, or listen wherever you get your podcasts.



*For informational purposes only. Not a solicitation for services. MCF is an SEC-registered investment adviser.

10/20/2026

Built it. Sold it. Built it again.

What does it take to build a successful business, navigate an exit, and find the drive to start all over again?

In the latest episode of The Legacy Behind the Logo, host Dave Harris sits down with entrepreneur Dan Roszkowski to discuss the lessons learned through entrepreneurship, the importance of having a clear vision, and what it really takes to build something that lasts.

From navigating challenges to embracing new opportunities, Dan shares his perspective on leadership, growth, and the mindset behind building a business.

The episode is now LIVE! Tune in for a conversation about business, perseverance, and the power of knowing where you want to go.

https://hubs.la/Q04BJ9gr0



*For informational purposes only. MCF is an SEC-registered investment adviser.

10/19/2026

"What's my number?"

For many people in their 50s, that's the first retirement question. It's a reasonable place to start. But a single savings target leaves out much of what shapes a retirement decision.

Questions worth considering alongside the number:
→ What does your lifestyle cost today, and how might that change in retirement?
→ Where will income come from, and in what order will you draw it?
→ Is a gradual step-down, like reduced hours or part-time work, an option in your field?
→ How might market conditions, health, or family needs affect your timeline?

A savings target is one input. Looking at retirement, income sources, and flexibility together can give a fuller picture of when retirement may be possible.



*For informational purposes only. Not a solicitation for services. MCF is an SEC-registered investment adviser.

10/15/2026

Some of the hardest decisions in business can be the most personal.

Chuck Frank shares why planning ahead - and having important conversations before you're forced to have them - can help business owners navigate ownership, succession, and the unexpected with greater clarity.

From buy-sell agreements to long-term transition planning, the goal is to make the difficult decisions before emotion has to make them for you.

Hear the full conversation on The Legacy Behind the Logo.

*For informational purposes only. MCF is an SEC-registered investment advisor.

10/14/2026

"Begin with the end in mind." Stephen Covey's advice holds up especially well for business owners thinking about an exit.

In this clip from The Legacy Behind the Logo, the conversation centers on a simple sequence: get clear on what life after a sale looks like, what you want the business to accomplish financially, and then work backward from there. When family is involved, that intentionality matters even more.

There's also a practical question raised that many owners with partners will recognize: there's value in the business, but where will each owner's share actually come from?

Full conversation: https://hubs.la/Q04B0d060

For informational purposes only. Not a solicitation for services. MCF is an SEC-registered investment adviser.

10/13/2026

When a private equity firm buys a business, the business isn't the client. The fund's investors are: pension funds, insurance companies, and wealthy individuals expecting a return. The company is how that return gets delivered, which is why many PE firms look to sell again in four to six years.

For owners thinking about selling, stepping back, or passing the business on, it can help to understand whose interests a deal is built around, well before an offer arrives.

Save this for later, and listen to the full conversation: https://hubs.la/Q04zlHk20

For informational purposes only. Not a solicitation for services. MCF is an SEC-registered investment adviser.

10/08/2026

According to the Exit Planning Institute, 75% of business owners profoundly regret selling within a year.¹

Often it isn't about the price. It's about the role that comes after.

Chuck Frank stayed eight years after selling his first company. On The Legacy Behind the Logo, he shared his advice: write your own job description before the deal is signed.

That role is a financial decision too. It shapes your income, any earnout, and when you can fully step away.

Those terms are set before signing and are hard to change after.
Full Episode: https://hubs.la/Q04z9d4H0

¹ Exit Planning Institute, citing PwC research

For informational purposes only. Not a solicitation for services. MCF is an SEC-registered investment adviser.

What does it take to sell a business without losing sight of the pe...