By Brian Christensen, CFA, Chief Development Officer
A healthcare M&A transaction impacts nearly every area of an owner’s financial life, from tax planning, wealth management, legal structure, estate planning, and long-term retirement goals. Fortunately, you don’t have to navigate this alone.
In this episode of The Advisor’s Table, Michael and Brian explain how building the right advisory team early can significantly influence your transition strategy. An M&A advisor, like 7 Pillars, is only one piece of the advisor team for a potential seller. Every business owner also needs a financial planner, accountant, and legal counsel working in coordination toward a shared goal, and each can bring a distinct perspective along the way. Throughout this episode, Michael and Brian break down the role each advisor plays and how building your team early can expand your options.
Listen to the Full Episode Here: