This installment in the Confidence Series of the RGC Worthy Podcasts looks at increasing the Worth of a business through the lens of Wealth Management. Christopher Swink is a Senior Director with BNY Wealth Management and is a Certified Exit Planning Advisor (CEPA) in Tampa, Florida. We discuss his experience leading business owners and their families through the important, and often overlooked, wealth planning step of the M&A process and how to be better prepared for this life changing event. Christopher discusses his focus on pre-transaction planning, and post-sale lifestyle needs, the importance of the family as a stakeholder and the importance of experienced and collaborative advisors in order to maximize the selling price. Whether you are considering a sale, or are in the process of selling your company, this episode is an important step in your preparation and success in selling your business.

Christopher Swink email: [email protected]

website: www.bnymellonwealth.com/business-owner

Dr. Lisa Miller email: [email protected]

website: www.resourceandgovernance.com

Thanks for listening and Stay Focused!!

 Thanks to CAM

RGC is not responsible for statements made by guests.

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