Today’s Legally Speaking: Broker-dealer and Investment Adviser Industry Insights vlog features Partner Linda Paullin-Hebden. Among her key recommendations to clients contemplating the sale of their business is the strategic engagement of an investment banker. Investment bankers possess a deep understanding of the industry and play a crucial role in assisting clients in achieving their financial and transition objectives while navigating the transaction process. In this video, Linda shares a success story where she facilitated a connection between a client and an investment banker, resulting in a remarkable increase in the sale purchase price of their business from the original offer.
View the video below.
Engaging an Investment Banker Before Selling a Business
Look for additional Warner vlog recordings in the near future from Warner’s Funds and Investments Industry Group.
