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

The Ten Surprises of 2023

The Ten Surprises of 2023

Managing Partner and Co-Founder of NewEdge Wealth, Jeffrey Kobernick, is joined by Chief Investment Strategist and Senior Managing Director of Blackstone, Joe Zidle, as the two discuss The Ten Surprises of 2023.

read more
2023 Wealth Strategy Guide

2023 Wealth Strategy Guide

A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.

read more
ONWARD: Episode 4

ONWARD: Episode 4

Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of Creo Valo, in our latest episode of “ONWARD.”

read more

Let’s Talk

NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC

©2025, NewEdge Capital Group, LLC

Check the background on this firm on FINRA’s BrokerCheck