041: The Renaissance Man of Business with Dan Donnelly
By Aline Wealth Management on January 30, 2024
An entrepreneur undoubtedly takes risks, but they also require vision and determination. They are skilled in various disciplines and quick to learn and adapt. This is an apt description for our latest guest and the ‘renaissance man of business’ himself, Dan Donnelly.
Dan grew up with tremendous work habits that he learned from his dad in Queens, New York. In 1989, he founded Donnelly Mechanical, ultimately growing the firm into one of the largest HVAC contractors in the nation. He further expanded the company in 2009 after founding Donnelly Sustainable Energy Services (SES), a division of Donnelly Mechanical offering maintenance, construction, consultation, and energy sourcing services. After selling his company in 2018, Dan has helped many people as an executive coach, a life coach, and a clinical hypnotist. He currently works as an investor and board member for organizations and high-level teams assisting them in strategic planning, forecasting, problem-solving, team building, and critical planning.
Today, Dan joins us to share how he built up his company from a small-scale operation out of a basement in Queens to a successful business he could sell.
KEY TAKEAWAYS
- Learn how Dan’s childhood and early career decisions help mold his entrepreneurial spirit.
- Dan shares how turning down a big promotion was one of the greatest decisions of his life.
- Discover some catalysts that allowed Dan to start and grow his business.
- What motivated Dan to exit his business and how did he lean on a team to facilitate this process?
- What is life like after exit and how can you prepare for it?
INSPIRING QUOTE
“You’re not going to survive if you need to be right. You can be right, or you can be rich. Can’t be both.”– Dan Donnelly
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Aline Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Aline Wealth Management and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Aline Wealth Management and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Aline Wealth Management and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Aline Wealth Management and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.
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