Visualizing the Sale with Dan Stevens

Episode 17 of the The M and A Guy podcast, hosted by Brian T. Franco, titled "Visualizing the Sale with Dan Stevens" was published on February 6, 2024 and runs 37 minutes.

February 6, 2024 ·37m · The M and A Guy

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Summary

When was the last time you heard about a financial team with over 75 years of combined experience? On this podcast, Dan Stevens shares insights from the Signature Legacy Wealth Advisors team at UBS, who manage around $1 billion in assets. Their boutique approach to wealth management isn't just impressive – it's transforming the way entrepreneurs manage their fortunes. Dan and I also dissect the risks of emotional investing through a real-life case study. Diversification is more than a buzzword; it's your safety net. Listen in to learn why. “Contemplating a business sale or transition can be one of, if not the single most complex and impactful event, financial or otherwise, in any business owner's lifetime.” - Dan Stevens What you will learn: The pre-transaction planning Visualizing the sale and post-transaction planning Estate valuation and tax planning UBS signature legacy wealth advisors Learn more about Dan Stevens by visiting: Email LinkedIn Learn more about Brian Franco by visiting: Facebook Email Me

Episode Description

When was the last time you heard about a financial team with over 75 years of combined experience? On this podcast, Dan Stevens shares insights from the Signature Legacy Wealth Advisors team at UBS, who manage around $1 billion in assets. Their boutique approach to wealth management isn't just impressive – it's transforming the way entrepreneurs manage their fortunes. Dan and I also dissect the risks of emotional investing through a real-life case study. Diversification is more than a buzzword; it's your safety net. Listen in to learn why.

“Contemplating a business sale or transition can be one of, if not the single most complex and impactful event, financial or otherwise, in any business owner's lifetime.” - Dan Stevens

What you will learn:

The pre-transaction planning
Visualizing the sale and post-transaction planning
Estate valuation and tax planning
UBS signature legacy wealth advisors

Learn more about Dan Stevens by visiting:

Learn more about Brian Franco by visiting:

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