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
Bloomberg Appearance: Cameron Dawson, CFA® on Rising Bond Yields
Cameron Dawson, CFA®, Chief Investment Officer, dives into resilience in equities and the pain trade with Bloomberg Radio.
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “Earnings revisions are still moving higher, but healthy digestion would be good,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer joins Bloomberg Surveillance to discuss challenges facing equities amid high valuations, loose financial conditions, and elevated investor optimism, warning of limited capacity to absorb negative surprises.
Investopedia Appearance: “In the very short term, the market is certainly overbought,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Investopedia to discuss
what to expect from the Fed’s meeting on interest rates, the July jobs report, and the most important corporate earnings of the cycle.
Maximizing College Savings with 529 Plans
To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.
2025 Suggested Reading List, by our Wealth Strategy Team
Summer is the perfect time to grow your knowledge, along with your wealth. Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today.
