Preparing for a Strategic Exit
Update: 2025-05-16
Description
In this episode Steve Young, Senior Vice President - Wealth Management and Leora Zach, Executive Director of Global Banking discuss the current state of the M & A market for middle market companies. Topics include steps owners of closely held companies should take to prepare personally and financially to exit their companies, ways to transfer ownership and how to access our boutique network of investment bankers.
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