AEC Unscripted: M&A Edition

Ep 9 | Wealth Management for AEC M&A

2025년 3월 18일 · 노트보기

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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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Jeff Adam

Brian McCarver

Jonathan Freeman

AEC M&A

Wealth Advisor

Wealth Management

Risk Management

Pre-Sale Planning

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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

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