2025年3月18日 · メモを表示

このエピソードについて

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! 🤝💰

ビジネス

起業

英語

アメリカ合衆国

APIを使用して、JSONでこのエピソードを取得します

エピソード内

Jeff Adam

Brian McCarver

Jonathan Freeman

AEC M&A

Wealth Advisor

Wealth Management

Risk Management

Pre-Sale Planning

これらのタグを編集

メモを表示 🔗

00:00:27Introduction and Background

00:05:04Stonebridge's Client Profile and M&A Involvement

00:07:45The Importance of a Professional Advisory Team

00:12:17Transitioning from Business Owner to Investor

00:15:39Strategic Planning and Advisory Boards

00:19:21Risk Management and De-Risking Strategies

00:24:33Economic Volatility and Market Predications

00:29:23Misconceptions and the Role of Wealth Advisors

00:35:00Strategic Wealth Management Post-Transaction

00:47:14Partnership and Collaborative Approach

00:53:45Final Thoughts and Key Takeaways

文字起こし 🔗

Are you the producer of this podcast? Add a podcast transcript

Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

過去のエピソードを検索

AEC Unscripted: M&A Editionの以前のエピソードを検索します。

この検索バーをあなたのウェブサイトに埋め込む

このポッドキャストの他のエピソード

Ep. 6 | The 3F's of AEC M&A: Fit, Future, and Financials

2024年10月7日 · トランスクリプト

Send us Fan Mail In this episode of AEC Unscripted: M&A Edition, host Jeff Adams of Stambaugh Ness sits down with Ernesto Aguilar, President & CEO of Ardurra, a private equity-backed firm, to explore the crucial elements behind successful mergers and acquisitions in the AEC industry. Togeth…