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Bridge over ocean
15 November 2011 Multimedia

The Sale or Monetization of a Privately Held Business

Thomas J. Boczar, CFA , Greg Wilder and Pete Ruggerio

Thomas J. Boczar, CFA, Greg Wilder, and Pete Ruggiero discuss how financial advisers can provide valuable assistance to clients who wish to sell a business...

Thomas J. Boczar, CFA, Greg Wilder, and Pete Ruggiero discuss how financial advisers can provide valuable assistance to clients who wish to sell a business. Familiarity with the issues of monetizing a business can add value to the services a financial adviser is able to offer clients.