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Maximizing Value In Mergers And Acquisitions With Brian Summe
Manage episode 435364556 series 2828666
Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen!
Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today.
Read More: (insert link to the episode)
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/
Visit Us: https://prosperityfinancialgroup.com/
We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.
At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
Get started: https://prosperityfinancialgroup.com/book-your-appointment/
69 tập
Manage episode 435364556 series 2828666
Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen!
Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today.
Read More: (insert link to the episode)
Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/
Visit Us: https://prosperityfinancialgroup.com/
We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.
At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
Get started: https://prosperityfinancialgroup.com/book-your-appointment/
69 tập
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