Close your next deal by considering an owner’s wealth management needs
July 3, 2018
“Investors seeking to acquire owner-led companies should consider the business owners’ personal financial affairs. A deal-maker can both help owners realize the fruits of their labor and solidify the transaction”. BDF’s Financial Professionals Practice Group Leader, Matt Kocanda, offers 2 simple steps to get started in building a relationship with the owner in his article “Close Your Next Deal by Considering an Owner’s Wealth Management Needs“, Middle Market Growth, June 27, 2018.
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