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.
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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: Rob Sechan’s take on the market and his expectations for 2024
Rob Sechan, CEO and Co-Founder at NewEdge Wealth, joins CNBC’s “Halftime Report” to discuss the market and their expectation for 2024.
NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm.
CNBC Appearance: “M&A and IPOs could see upside in 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss market trends and expectations for 2024.
ONWARD: Episode 6
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In our latest episode of Onward, partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play.
Demystifying Structured Notes
If you’ve ever wondered… what is a structured note? How do they work? And what role can they play in a portfolio? This webinar is for you!
NewEdge Capital Group Sets Recruiting Record With $9.6 Billion in Expected AUM
NewEdge Capital Group recently announced that the firm has surpassed last year’s record growth in client assets and advisor teams.
