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: “The Fed won’t hike rates next week,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss the latest jobs report, the upcoming Fed meeting, and more.
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Capital Group has launched a new program to address the challenges advisors can face when servicing ultra high net worth clients.
Shielding Your Digital World: Best Practices for Ironclad Cybersecurity
From social media to housing your financial accounts, it’s important to know how to keep your digital information free from cyberattacks.
Contributing With Our Hearts & Minds
Embarking on a charitable journey is a thoughtful and impactful experience. To help you navigate this process, we’ve crafted a checklist to help guide you through this process.
CNBC Appearance: “The market is still too tech heavy,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson joins CNBC’s “Closing Bell” to discuss their expectations for the last month of the year and 2024.
2023 Year-End Planning Checklist
As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning…
