Transaction Talk welcomes you to the second episode of a four-part series that details what business owners need to know about selling their businesses. Today’s episode features James Connors, the Managing Partner of Boston Partners Wealth Management, as he discusses the important role a financial advisor plays in the sale of a business. He breaks down when you need a financial advisor, how they help business owners confidently know their numbers, and so much more.
Transaction Talk is a podcast co-hosted by RIW shareholder Eric Sigman and Jennifer Fox, the president of Transworld Boston. The podcast provides a 360-degree view of the current Boston M&A market and breaks down the deal process from a business, brokerage and legal perspective.
Listen to the full episode and subscribe to Transaction Talk here.