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
ONWARD: Episode 12
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.
Master Your Business Exit: A Roadmap to Valuation and a Financially Secure Future
But now, as you begin to think about selling your business or transitioning into retirement, it’s time to pivot your focus. The question isn’t whether you’ll exit your business, but how you’ll do so in a way that aligns with your financial goals, maximizes your wealth, and protects your legacy.
Building Your Own Path: Next Generation Wealth Planning
Discover how the next generation can build independent wealth, align financial goals with values, and create a lasting family legacy.
The Investor’s Edge: Key Trends Driving Today’s Markets
The last few weeks of AI-infrastructure deal announcements have raised many an eyebrow about the circular nature of these deals (ex. Nvidia investing in $100B in OpenAI so that OpenAI can buy NVDA chips, alongside a $300B OpeanAI deal with Oracle that will purchase even more NVDA chips), and stirred up memories of the ill-fated vendor financing boom of the 1990’s tech bubble.
NewEdge Capital Group Rises to No. 8 on Forbes 2025 Top RIAs List
NewEdge Capital Group announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
ONWARD: Episode 11
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.
