Don't lose your seat at the table.
Baby boomers are racing toward retirement: it’s estimated that 462,000 private companies will change ownership in the coming years. If your client decides it's time to sell, they may choose to hire an investment bank with a wealth management division — which means, post-transaction, your client's assets might be handled by them, instead of you.
Strengthen your standing as a trusted advisor.
By offering resources and guidance to clients and prospects early in the process, you’ll be better positioned to control the liquid assets generated from a transaction.
FourBridges can provide you with additional insights and materials to help you stay close to your client before, during and after the transaction process.