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
Mid-Year Outlook: The Summer of Mudd
Here we are already, a blink away from the beginning of July, and the year has positively flown by.
Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!
CNBC Appearance: “A lot of the risk in 2025 has been oriented around the U.S. itself,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, says markets welcome a pause on Iran. He warns of stagflation risks, weak growth, and growing margin pressure.
Schwab Network Appearance: “The pain trade still could be higher as people are drawn back in,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Morning Trade Live with her perspective on current geopolitical tensions impacting market activity.
Wealth Management EDGE Appearance: “When you get that volatility, it’s a great time to be rebalancing portfolios and looking for opportunities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer shares insight on navigating market volatility through the importance of client communications and building strategic approaches.
Uncorking Value: A Strategic Guide to Wine as Passion and Portfolio
Wine is both a passion and an investment opportunity. Tangible, enjoyable, and produced in limited supply. Learn how consumers, collectors, and investors approach it.
ONWARD: Episode 10
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.
