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: “From a policy perspective, we don’t see a lot of things that are ultimately stimulative,” notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer notes that market sentiment remains cautiously bullish as institutional investors stay on the sidelines, retail investors buy the dip, and policy uncertainty ushers in what she calls the “Summer of Mudd.”
ASCEND Earns 2025 Wealthies Nomination
What an incredible honor to share that ASCEND, our specialized program for athletes, entertainers, and influencers,...
The Keys to the Castle – Buying a Home
Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.
Catalysts Appearance: “We’re in a tough spot if inflation rises and growth stays soft,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how investors can navigate a volatile inflation outlook and position their portfolios for a slowing growth environment.
Following Explosive Growth, Jesse Christensen Strategically Transitions Practice Within NewEdge Family to Enhance UHNW Client Services
Jesse Christensen has joined NewEdge Wealth. The size and sophistication of his clients has expanded to a point where, by shifting to NewEdge Wealth, Christensen can continue scaling the practice with the support and solutions designed specifically for complex clients.
Bloomberg Appearance: “Fundamentals are still deteriorating,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss how weakening fundamentals and supply chain strain could lead to economic pain within weeks.
