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 1
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. In Episode 1, NewEdge Wealth Partner, Ghislain Gouraige, welcomes Eddie Montalvo, a successful entrepreneur who’s had several great exits from his aviation services company. Eddie speaks about his first management buyout in 1997, obstacles he’s faced along the way, and what ventures lay ahead.
CNBC Appearance: Markets are likely to retest 3,600 level, says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss her bearish case for growth...
Considerations Before Buying a Home Overseas
Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.
Planning During a Divorce
Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.
Speak Firmly and Carry a Big Hike
When Theodore Roosevelt encouraged policymakers to “speak softly and carry a big stick,” clearly, his target audience was not central bankers. Chairman Powell’s speech was significant because its message was precisely counter to what markets started to price in since mid-June.
CNBC Appearance: Buy high-quality names amid a potential bout of market weakness, says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Squawk Box' to break down potential investment opportunities ahead of...
