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Building Your Expert Team to Sell Your Business

Image of CFP giving financial advice
When planning to sell your business, the difference between a good deal and a great one often comes down to the team you have in your corner. Selling a business isn't just a transaction; it's a major life event that requires strategic planning and execution to maximize value. Let’s take a look at the expert team you need to help you. The Expert Team for Maximizing Business Value 1. Wealth Manager: Your wealth manager is the linchpin in aligning the sale with your long-term financial goals. The sooner you can bring in a wealth manager who has expertise in the process of selling a business, the better they can get to know you to serve your needs.  While their role might be more strategic and advisory, they ensure that the proceeds from the sale fortify your overall financial health and wealth strategy.  They also serve as the “quarterback” of your…
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