On May 25, 2021, Heller Wealth Management hosted a live webinar, “What You Need to Know About Buying or Selling a Business in a COVID Economy.” Approximately 100 participants learned about what it takes to enter into or exit a business.
Larry Heller, CFP®, president of Heller Wealth Management, an SEC Registered Investment Advisory firm that works with many affluent business owners, was joined by:
• Lee Schwartz, Esq., of Schwartz Ettenger, a corporate attorney specializing in mergers and acquisitions
• Albert Hakim, CM&AA, of Kensington Company, an entrepreneur and Certified Mergers & Acquisitions Advisor who specializes in business transactions
During the webinar, they discussed the following:
• How COVID-19 has changed the landscape for buying or selling a business
• Why some sellers seem to do so well on their exit while others don’t
• Common mistakes that sellers should avoid
• Common legal considerations in connection with buying or selling a business
Contact Larry Heller at Heller Wealth Management for a confidential exploratory conversation and to begin your personal wealth planning and/or strategic business planning process.
Email: lheller@hellerwealthmanagement.com
Phone: 631-293-2806
Find additional resources at:
HellerWealthManagement.com
Connect with Larry Heller on LinkedIn;
linkedin.com/in/larryhellercfp/
Heller Wealth Management is an independent, fee-based financial planning and investment advisory firm. We help individuals, families and business owners enhance the quality of their lives through complete financial advice. Offices in Melville, NY and New York City.
