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: “Unwinding of the carry trade could show more volatility in equities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss markets, the market sell-off and the pivotal week ahead for investors.
CNBC Appearance: “The Fed probably should have cut rates this week,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, recently joined CNBC International News to discuss the state of the U.S. economy.
Bloomberg Appearance: Cameron Dawson, CFA® reveals a key problem weighing on corporate balance sheets
Cameron Dawson, CFA®, Chief Investment Officer, reveals a key problem weighing on corporate balance sheets on Bloomberg Radio.
2024 Mid-Year Market Outlook
As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.
CNBC Appearance: “These factors can continue to fuel the market rally,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss the Russell 2000 small cap rally, Fed rate cuts, and the broader market.
CNBC Appearance: “Growth forecasts may be too high,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the outlook for the second half of the year and the possibility of more broadening in the market.
