Attention Wealth Advisors: Are you maximizing your clients' potential for growth and exit opportunities? Don't miss out on the chance to provide them with comprehensive M&A advisory services. Let's discuss how we can partner together to secure their financial future. #Vesticor #1StrategicM&A #PartnerTo #WealthAdvisors! bsumme@vesticor.com
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Attention Wealth Advisors: Are you maximizing your clients' potential for growth and exit opportunities? Don't miss out on the chance to provide them with comprehensive M&A advisory services. Let's discuss how we can partner together to secure their financial future. #Vesticor #1StrategicM&A #PartnerTo #WealthAdvisors! bsumme@vesticor.com
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💼 Asset or stock? That is the question when purchasing a business! Asset transactions allow cherry-picking assets and liabilities, minimizing risk. On the flip side, stock transactions offer simplicity and potential tax advantages. Let's weigh the options and chart your course to success! #BusinessAcquisition #AssetVsStock #BeressZalkindLaw info@bzlawgroup.com 718 513 3588
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Wealth Advisors, are you providing holistic wealth management solutions for your business owner clients? Don't overlook the crucial role of M&A advisory, especially before a liquidity event. Vesticor is here to equip you with the resources and expertise needed to support your clients' growth & exit strategies. Let's collaborate. #HolisticWealthManagement #MandAExperts" bsumme@vesticor.com
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How do you know the best time to exit your business? We've identified 3 tell-tale signs that can help you know when the moment is right. Get more real-world tips and strategies to help you make the best exit possible. Go to ubs.com/ready-to-sell. https://e.gv6.co/l3gfH4
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A #CarvingOut transaction carries unique risks for #PrivateEquity firms. A seasoned #PartTimeCFO can manage financial disentanglement - untangling the shared assets, liabilities, revenues, and expenses between the carved-out entity and the parent company. Read more here: https://loom.ly/pwZkAAA 📅 Schedule a meeting today: Book a meeting with Sam Akhtar to secure a 1:1 session: https://loom.ly/sax19aw #PartTimeCFO #StrategicPartnerships #PrivateEquity #Investors
iFD | Supporting the carve-out process with part-time CFOs
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A #CarvingOut transaction carries unique risks for #PrivateEquity firms. A seasoned #PartTimeCFO can manage financial disentanglement - untangling the shared assets, liabilities, revenues, and expenses between the carved-out entity and the parent company. Read more here: https://loom.ly/pwZkAAA 📅 Schedule a meeting today: Book a meeting with Sam Akhtar to secure a 1:1 session: https://loom.ly/sax19aw #PartTimeCFO #StrategicPartnerships #PrivateEquity #Investors
iFD | Supporting the carve-out process with part-time CFOs
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At &Partners, we’re creating a new wealth management alternative — one where advisors and their clients come before everything else. Follow our journey. #AndPartners #PowerofAlignment #advisorsANDleaders
Welcome to &Partners! Our shared vision is to create a wealth management firm where advisors can thrive and clients can achieve their financial dreams with confidence. Follow our journey……#AndPartners #PowerofAlignment #advisorsANDleaders #financialdreams
&Partners | Where partnership and financial promise meet
andpartners.com
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Imagine this: You’re ready to sell your business but stumble on common mistakes that cost you value. From underestimating your business’s worth to neglecting due diligence, these pitfalls can be avoided. At Axis Solutions Group, we specialize in maximizing your exit strategy while preserving your legacy. 🌟 Want to know more? Email us at devesh@axissolutions.com. Share your thoughts or comment below! #TheCapitalistsCorner
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Bringing my best to help build the best at &Partners. I understand the care advisors must bring to their clients, and I strive to build an onboarding process that limits client disruption during a transition. Looking forward to more success!
Welcome to &Partners! Our shared vision is to create a wealth management firm where advisors can thrive and clients can achieve their financial dreams with confidence. Follow our journey……#AndPartners #PowerofAlignment #advisorsANDleaders #financialdreams
&Partners | Where partnership and financial promise meet
andpartners.com
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Are you an investor looking for the best way to protect your assets? Creating a parent holding company could be the answer! A holding company maintains that all wealth is located within the business structure. Because it does not conduct actual business, the holding company has little to no exposure to liability, and therefore, these assets are protected. Learn more about its benefits and start exploring the possibilities. Contact us for a free consultation—we're happy to help you find the right solution for your business goals. Call us at 678-249-9899 or visit https://lnkd.in/eKKiJrgB today! #AssetProtection #InvestorStrategy #parentholdingcompany #businessstrategy #businessregistration #businessstructure #businessentity #llc #limitedliability #corporations #ceos #smallbiz #realestateinvestors #investors #atlinvestors #smartinvestors #businessaccountants #taxadvisory
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