))
Ep 9: Wealth Management for AEC M&A
Manage episode 472063437 series 3573061
Is your AEC firm positioned for financial success after the deal? In this episode of AEC Unscripted: M&A Edition, we dive into Wealth Management for AEC M&A. Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, is joined by Brian McCarver and Jonathan Freeman from Stonebridge Financial Group to provide expert insights for AEC firm leaders.
Brian and Jonathan share their decades of experience, offering critical guidance on:
- Pre-sale financial planning to maximize deal value
- Strategies for managing wealth post-transaction
- Mitigating financial risks and securing your legacy
Learn how to navigate this crucial aspect of M&A and ensure your financial future is as strong as your business.
π Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! π€π°
Chapters
1. Ep 9: Wealth Management for AEC M&A (00:00:00)
2. Introduction and Background (00:00:27)
3. Stonebridge's Client Profile and M&A Involvement (00:05:04)
4. The Importance of a Professional Advisory Team (00:07:45)
5. Transitioning from Business Owner to Investor (00:12:17)
6. Strategic Planning and Advisory Boards (00:15:39)
7. Risk Management and De-Risking Strategies (00:19:21)
8. Economic Volatility and Market Predications (00:24:33)
9. Misconceptions and the Role of Wealth Advisors (00:29:23)
10. Strategic Wealth Management Post-Transaction (00:35:00)
11. Partnership and Collaborative Approach (00:47:14)
12. Final Thoughts and Key Takeaways (00:53:45)
10 episodes
Share
