Aug 25, 2022
Adam welcome Bob St. Germain, Managing Director & Principal in
Corporate Finance Associates (CFA) running their Columbus, OH
office. Bob chats with Adam about the outlook of the merger and
acquisition market, and more about his work connecting owners
looking to sell with quality buyers.
Learn more about:
- What prospective buyers for a company may look like and
identifying who those potential buyers are
- The importance of having an exit strategy before you sell your business
- Investment Bankers role in the process of selling a business
- A larger look at the perfect team to help you sell
For more information on working with Corporate Finance Associates,
please visit https://www.cfaw.com/
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--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.
******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).