“How-To” – Trials, Tribulations and Learnings of Selling Your Privately Held Business

How-To”: Trials, Tribulations and Learnings of Selling Your Privately Held Business

Come join us for an informative discussion where you will hear directly from past and present business owners who successfully transitioned their privately-held businesses. Led by Randall Richard, CEPA©, an experienced business owner and advisor, each panelist will share their actual experiences in the transition process, mistakes that could have been avoided, and learnings along the way. You won’t want to miss it!

Agenda:

– Introduction of Host and Panelists

– Experiences from Selling A Business

– Learnings and Mistakes to Avoid

– Professionals to Surround Yourself With Q&A

Randall Richard, President, Richard Brothers Financial Advisors

Randall  oversees the firm’s investment portfolio allocations and selection of institutional products. As a Certified Exit Planning Advisor, Randy’s passion is helping business owners build more valuable companies and have stronger personal financial plans aligned with their personal goals.

He is an MBA Graduate from Suffolk University and has more than 30 years of experience in the banking and financial services industry, including senior management positions with UBS, Inc. and Putnam Mutual Funds, as well as experience in asset management, business development and consulting.

In his spare time he enjoys golfing, traveling, cycling, health & fitness, fishing and spending time with his family.

You don’t have to be a Rockefeller to understand the danger, to generational wealth, that comes from taking unnecessary risks that are inherent in managing your own investments. It’s easy for an employee or business owner to work their entire life, saving and investing in what they think are “good” retirement plans, only to be hit with losing 50% in taxes or withdrawal penalties. Or be too heavily balanced in risky investments going into retirement. This is where Randall Richard and his book, Keeping Wealth in the Family can be of help to you and your family.

Learn more about Randy’s book here!