The Family Meeting That Should Happen Before the Business Is Sold
By Jonathan C. Penta, CEPA® A business owner can spend months preparing to sell a company. Valuation. Tax modeling. Buyer conversations. Management retention. Working capital.
By Jonathan C. Penta, CEPA® A business owner can spend months preparing to sell a company. Valuation. Tax modeling. Buyer conversations. Management retention. Working capital.
By Jonathan C. Penta, CEPA® For years, a business owner had described his succession plan with complete confidence. “My daughter will probably take over someday.”
Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.