Playing Your Hand
The Entrepreneur’s Guide on
Executing the Ideal Transaction
When Selling Your Business
Digital Download
If you are an entrepreneur who has already made the difficult and life-changing decision to sell or exit your business, this book is for you. The decision to transition your company to the next phase has undoubtedly been made after much reflection and, more than likely, in consultation with friends and family — it’s your baby, after all. And while you may be at peace with the decision, the process of where you go from here is probably the source of a great level of anxiety.
The purpose of this book is to put you, the entrepreneur, in a position to execute what we refer to as the “Ideal Transaction” — to be able to sit down at the negotiation table, to play the hand you’ve been dealt and to ensure that it is a winning hand. We will define what that means throughout, but executing the Ideal Transaction leaves the entrepreneur in the best position post-transaction.
Interested in receiving a digital copy?
Entrepreneurs who read this book and follow the steps outlined will find themselves looking back at their transaction with a sense of satisfaction, knowing they did all they could to assure the best outcome.
Articles, Webinars & Media Appearances
CNBC Appearance: Cameron Dawson, CFA® discusses markets as the S&P 500 and Nasdaq rise to new records
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets as...
Highlights from the 2024 Onward Conference
The second annual Onward Conference was a continuation of our series that helps entrepreneurs better position themselves, their family, and their company so they can successfully navigate the process of a transaction if and when the time is right.
Ghislain Gouraige Honored as Wealth Solution Report’s Top Black Industry Leaders
NewEdge Wealth is pleased to announce that Ghislain Gouraige, CEPA®, Partner, has been honored as one of the Top Black...
Navigating Required Minimum Distributions
A Required Minimum Distribution (RMD) mandates that individuals who reach a certain age are obligated to start taking minimum distributions from their tax-advantaged retirement accounts.
Find Your Quarterback
The complex needs of founder families do not simply fit into a traditional wealth approach and can feel like trying to fit a square peg into a round hole. Families of this nature require a higher level of advice without the added complexity. They need access to markets and solutions without platform constraints and limitations.
The Power of Connection: How Our Morning Call Shapes Company Culture
What truly distinguishes NewEdge Wealth may just be our morning call. This daily ritual has become the bedrock of our operations, nurturing a culture where unity and innovation thrive.
