The Art Before the Deal: Pre-Transaction Wealth Planning for Business Owners
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Advisors who wait for a transaction to begin before raising wealth planning issues are already behind. The strategies that protect what a business owner has spent a lifetime building require lead time that a pending deal rarely allows. Using a practical framework, advisors can get ahead of the transaction and introduce the right conversations before the window closes.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
