Is your AEC firm positioned for financial success after the deal? In this episode of AEC Unscripted: M&A Edition, we dive into Wealth Management for AEC M&A. Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, is joined by Brian McCarver and Jonathan Freeman from Stonebridge Financial Group to provide expert insights for AEC firm leaders.
Brian and Jonathan share their decades of experience, offering critical guidance on:
- Pre-sale financial planning to maximize deal value
- Strategies for managing wealth post-transaction
- Mitigating financial risks and securing your legacy
Learn how to navigate this crucial aspect of M&A and ensure your financial future is as strong as your business.
🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰
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