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Is Your Business Ready to Sell? (Part Vof VI) with Wilmington Trust

Is Your Business Ready to Sell? (Part Vof VI) with Wilmington Trust

Released Thursday, 3rd October 2019
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Is Your Business Ready to Sell? (Part Vof VI) with Wilmington Trust

Is Your Business Ready to Sell? (Part Vof VI) with Wilmington Trust

Is Your Business Ready to Sell? (Part Vof VI) with Wilmington Trust

Is Your Business Ready to Sell? (Part Vof VI) with Wilmington Trust

Thursday, 3rd October 2019
Good episode? Give it some love!
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This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business.

In this fifth installment of our six-part podcast series, Managing Partner, Evelyn Ashley of Trusted Counsel and Partner, John Monahon, speak with Alvina Lo, Chief Wealth Strategist of Wilmington Trust. She oversees the wealth planning, strategic advice, and thought leadership services for Wilmington Trust’s fast-growing wealth advisory division. Wilmington Trust is a premier provider of wealth and institutional services for M&T Bank, one of the most financially sound and successful companies in the U.S. financial services industry.

Many entrepreneurs and business leaders tend to put off thinking about selling their business, and what will happen to their assets without them, until it’s too late. The results of not planning ahead of time are often felt by families as well as business partners. From freezing assets to maintaining life insurance policies on key partners, there are many ways to protect a business that needs to be part of the conversation. Listen to this very informative conversation about estate planning and your business.

For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about:

  • Wilmington Trust
  • Estate planning strategies with respect to recent tax reform
  • Business transition planning
  • Modern trust law

Don’t miss a single episode of our podcast show! Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at [email protected]. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn.

About Trusted Counsel

Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information.

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