EPISODE · Apr 15, 2022 · 7 MIN
Privately Held Business: Selling in the future
from Wealth Planning Illuminated · host CIBC Private Wealth US
It’s easy for personal financial planning to fall through the cracks when you’re trying to run a business and see the sale process through to completion. However, a large liquidity event can be life changing, especially with no plan in place. Before you head for the exit, there are considerations that may help you plan for the transition.
What this episode covers
It’s easy for personal financial planning to fall through the cracks when you’re trying to run a business and see the sale process through to completion. However, a large liquidity event can be life changing, especially with no plan in place. Before you head for the exit, there are considerations that may help you plan for the transition.
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Privately Held Business: Selling in the future
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