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: “Keep long-term goals in sight,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, NewEdge Wealth’s Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market seasonality and market laggards.
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients.
NewEdge Capital Group Continues Recruitment Momentum in First Half of 2023
NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm is on pace to exceed last year’s record recruitment and asset growth numbers.
Thinking About Selling Your Tech Company? Here’s What You Should Know.
A groundbreaking 2018 study published in the Harvard Business Review revealed that the average age of high-tech founders are in their early forties when establishing their companies. If successful in their ventures, it’s inevitable that the deals will come knocking, but are these founders ready to make an exit?
2023 Mid-Year Outlook
Chief Investment Officer, Cameron Dawson, CFA®, was joined by NewEdge Wealth’s Ben Emons, Jay Peters, CFA®, and Maxwell Snyder. Together, they discussed equities, fixed income, and alternative investments in the ever-evolving economic landscape of 2023.
Second Half 2023 Outlook: The Imagination for Reality
We started 2023 with a mantra from Goethe: “Enjoy what you can, endure what you must.” After a roaring rally in equities and a much-improved showing from fixed income compared to 2022’s weakness, 2023 has been a year of far more enjoyment than enduring.
