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
Emergency Preparedness for Critical Documents
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Fearless Women: Women Who Board
Today, women hold almost 31% of all S&P board seats (up from just 22% in 2017.) We applaud this achievement and look forward to what the future holds for female directorships.
CNBC Appearance: “We think this rally can continue,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins ‘Closing Bell: Overtime’ to discuss the longest rally for the Dow since 2021, the Fed, and its impact on her market outlook.
NewEdge Capital Group Named by Forbes to its Ranking of America’s Top RIA Firms
NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.
Get Back to Where You Once Belonged: How Long Until Prior Highs
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NewEdge Wealth Announces New Office in Miami, Florida
NewEdge Wealth is pleased to announce that it has opened another office location in Southern Florida. The new location in Miami is the firm’s second office in the area and is home to a growing six-person team led by Patrick Dwyer.
