Does the stock market really affect when you sell your company? Should I sell when it's down and invest the profits? Hold on longer until things are great?
The answer comes down to where you financially are right now, and where you need to be for your next journey. That's the critical part of working with your wealth advisor ahead of a sale, along with a business advisor who can help you through the process.
Chad Schumacher with Tradition Wealth Management is a market guru that lives and breaths everything that's going on for his clients. Offense, defense, preventative measures, and reassurance is how he and his team successfully get their clients to reach new levels.
Connect with our hosts: Chris Jones - CEO and co-owner, and Matt Silasiri - Vice President of Business Development at True North Mergers & Acquisitions and Sunbelt Business Advisors.
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