Topturn Capital

Topturn Capital Topturn Capital is an asset management company that specializes in the development of alternative strategies using fundamental or primary asset classes.

A surfer executing a topturn at the crest of a wave to stay in the momentum of the moving water appears to be relying on instinct and innate ability. In reality, it is a construct of process, practice, and experience. Topturn Capital is an asset manager with an investment process that parallels this analogy. We invest with a fluidity and confidence that appears instinctual, however, everything we

do is pinned to logic, systematic analysis, and hard work. Our approach to investing is straightforward. We invest in assets that aren’t foreign to anybody, we prioritize the preservation of capital above all else, and we studiously watch the relationship between return and volatility.

03/28/2023

Are you thinking of selling or exiting your company?

My name is Dan Darchuck, and over the past 20+ years, my team and I have guided hundreds of successful business owners through the process of exit and continuity planning.

To share some of our best insights and strategies with other business owners, I wrote a short book called The Succession Breakthrough.

In this book, I reveal:

✔️ The top 7 catalysts that cause business owners to sell or create a succession plan

​​✔️ Common myths about exiting and the typical forms that the sale of a business can take

✔️ Overlooked strategies for mitigating the impact of taxes when selling a business

✔️ Insights to help you smooth out some of the bumps that often plague a transaction

✔️ The #1 thing to avoid after the sale of your business is complete

If you want to learn how to exit your business - with the most amount of tax savings and the least amount of stress - I think you’ll enjoy this book.

Whether you want to exit your business now, next year, or even 3 years from now, the best way to start planning your exit strategy is today.

To order a copy of my book, along with some exclusive limited-time bonuses, click on the link below:

https://successionbreakthrough.com/

Business owners! Are you thinking of exiting your business in the next 1-3 years?If so, we invite you to join us for our...
01/11/2023

Business owners! Are you thinking of exiting your business in the next 1-3 years?

If so, we invite you to join us for our upcoming Online Exit Planning Workshop for business owners and high-income professionals.

Hosted by our CEO Dan Darchuck, this workshop will walk you through our unique 3-part exit planning framework, designed to help you:

1. Get clear on your real motivation for exiting your business (your “Why”)

2. Show you some of the top tax mitigation strategies available to help you keep more of what you’re making, and keep it working for you

3. Help identify the ideal exit strategy for you

If you’d like some help to get a jumpstart on creating a plan that is customized to your unique goals and timeline, we know you will love this workshop.

To learn more and register to attend, click on the link below:

https://successionbreakthrough.com/workshop/exit-planning/

Exciting news! After hundreds of conversations and succession planning meetings with our clients over the past 20+ years...
04/28/2022

Exciting news! After hundreds of conversations and succession planning meetings with our clients over the past 20+ years, we’ve compiled some of our best insights on exit planning into an easy-to-read guide called The Succession Breakthrough.

In this book, we shed some light on the most effective exit planning strategies, common myths about selling a business, ways to minimize the impact of taxes when selling, and more.

If you’re a business owner who hopes to eventually sell your company or successfully transition it into the hands of others, we think you’ll enjoy this book.

The Succession Breakthrough is officially available on Amazon in paperback and Kindle formats, and to celebrate the launch, we’re giving away the Kindle version for free until May 1st.

To download the Kindle version of this book for free (which can be read on ANY device using the Kindle app), click here: https://www.amazon.com/dp/B09YMQG1NW

All we ask in return is that you leave a review on Amazon once you finish reading it, as positive reviews will help to attract more readers.

With your help, we just might be able to make this book a bestseller!

Thank you so much for your support, we hope you enjoy it!

Is swinging for the fences as effective in investing as it is in baseball? This question and more is tackled in our newe...
02/19/2021

Is swinging for the fences as effective in investing as it is in baseball? This question and more is tackled in our newest blog post. Check it out below!

As you may know, I’ve been writing a book called The Succession Breakthrough (and it’s nearly ready). As we’ve been going through the editing process, my eyes settled on a quote from an interview we did as part of the creation: “A succession plan should be viewed as a key part of an overall ...

Almost daily, we're seeing historic days in investing, which brings the question how does the market continue to go up d...
01/29/2021

Almost daily, we're seeing historic days in investing, which brings the question how does the market continue to go up despite an economic downturn? Greg Stewart, CIO, approaches this in our January blog post!

“Unprecedented” is a word that was repeated so many times in 2020 that it became gag worthy (in more ways than one). As much as we would like to retire such words, this one seems to be raising its head once again at the beginning of 2021.  Last year brought, not just a very difficult elect

Exciting news! A podcast interview Topturn's CEO Dan Darchuck did with Eric Anderton called "How to Avoid Optimism and C...
12/23/2020

Exciting news! A podcast interview Topturn's CEO Dan Darchuck did with Eric Anderton called "How to Avoid Optimism and Craft a Realistic Succession Plan" is live now on iTunes and Google Play. Let us know what you think of the show, you can listen to it here: https://www.ericanderton.com/podcast/how-to-avoid-overoptimism-and-craft-a-realistic-succession-plan-ep-101/

You know you have to do it, but crafting and executing a succession plan is not easy. There is a proper way of structuring it that will allow you to enjoy the rewards that a successful succession plan brings both emotionally and financially. In today’s episode, Dan Darchuck and I will be discussin...

History shows that passive and active investing strategies move in cycles. Are we on the cusp of the next phase in the c...
01/24/2017

History shows that passive and active investing strategies move in cycles. Are we on the cusp of the next phase in the cycle?

The Cyclically Adjusted PE Ratio Is Very High Relative To Long Term Averages. Active Managers Outperform Passive Managers 50% Of The Time. Record...

Institutional investors say world political and economic events could push the level of market volatility higher in 2017...
12/19/2016

Institutional investors say world political and economic events could push the level of market volatility higher in 2017. As a result, they plan to rely on active management and alternative assets as they seek to manage risk and boost returns.

Surprised by the results of the election? Median household income and the 1983 comedy "Trading Places" called it - Greg ...
12/08/2016

Surprised by the results of the election? Median household income and the 1983 comedy "Trading Places" called it - Greg Stewart explains ...

How median household income over the years affects election results

Long term investing is about active ownership, identifying the underlying factors of investing, engagement, and trends.
12/05/2016

Long term investing is about active ownership, identifying the underlying factors of investing, engagement, and trends.

The tide might be turning for active managers, as dispersion creeps back into global stock markets and investors realize their long-term return...

"The idea that good-paying jobs are the central goal of economic policy may sound uncontroversial, even trite - but it's...
12/02/2016

"The idea that good-paying jobs are the central goal of economic policy may sound uncontroversial, even trite - but it's a significant departure from standard Republican and Democratic messaging on the economy."

Donald Trump's deal to keep Carrier in Indiana may be grandstanding — and perhaps wasn't even a good deal. But it reflects what he understands...

Address

40 Ragsdale Drive, Ste 120
Monterey, CA
93940

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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