The Company You Keep: What Your Broker Won't Tell You About Exiting Your Business

DISCOVER THE BIGGEST MISTAKE OWNERS MAKE IN SELLING THEIR BUSINESS: A FAILURE TO PLAN


Too many smart business owners spend years building up a successful venture without dedicating any time to creating a succession plan. And then, one day, they decide that they’ve had enough. Maybe they’re ready to retire. Maybe the family member who they thought would take over isn’t interested. Maybe sales are lagging. Maybe sales are booming and they’re struggling to keep up. Whatever the reason, they wake up one morning and recognize that they no longer want to run the business. And if they’re like many owners, they place a call to an investment banker or business broker who advises them to sell. For some businesses, that decision to sell is the correct one. But for most of them, it’s not. There’s a better way. The Company You Keep discusses that better way, equipping you to identify the practical and rewarding solutions that make sense for your business and ensure that you accomplish all of your goals.

DAVE ARENS is a founding partner of Private Wealth Asset Management, with specific expertise in trust and estate planning and business succession planning

RUSSELL SAMPLES is a founding partner of Private Wealth Asset Management; his area of specialty is managing wealth and financial planning for high-net-worth individuals, families, and foundations.

TIMOTHY KNEEN is the chairman of the board and founding partner of Private Wealth Asset Management. Tim is a specialist in working with business owners, family offices, and institutional investors