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concentratedwealth.net

ConcentratedWealth

Create and play a key role helping your clients decide whether, when,. And how to sell or monetize their concentrated wealth. Services for Your Clients. Family-owned businesses and the. Real estate that accompanies them. How We Work with You. Capture proceeds of clients’ liquidity events. Receive a referral fee. No training or licensing required. Business owner preparing for retirement wishes to explore the wide range of monetization strategies that enable him/her to exit from the business completely.

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CONTACTS AT CONCENTRATEDWEALTH.NET

Intelligent Edge Advisors

Marlene Wierda

420 Lex●●●●●●● Avenue

4th fl●●●●●●te 400

New●●●ork , New York, 10170

United States

(954)●●●●●-3375
mt●●●●●@intelligent-edge.com

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Intelligent Edge Advisors

Marlene Wierda

420 Lex●●●●●●● Avenue

4th fl●●●●●●te 420

New●●●ork , New York, 10170

United States

(954)●●●●●-3375
mt●●●●●@intelligent-edge.com

View this contact

Intelligent Edge Advisors

Marlene Wierda

420 Lex●●●●●●● Avenue

4th fl●●●●●●te 420

New●●●ork , New York, 10170

United States

(954)●●●●●-3375
mt●●●●●@intelligent-edge.com

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ConcentratedWealth | concentratedwealth.net Reviews
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Create and play a key role helping your clients decide whether, when,. And how to sell or monetize their concentrated wealth. Services for Your Clients. Family-owned businesses and the. Real estate that accompanies them. How We Work with You. Capture proceeds of clients’ liquidity events. Receive a referral fee. No training or licensing required. Business owner preparing for retirement wishes to explore the wide range of monetization strategies that enable him/her to exit from the business completely.
<META>
KEYWORDS
1 sale/monetization/valuation of
2 understanding your role
3 publicly traded stock
4 define your role
5 answer clients’ faqs
6 sales tools
7 emails
8 letters
9 firm profile
10 white papers
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ConcentratedWealth | concentratedwealth.net Reviews

https://concentratedwealth.net

Create and play a key role helping your clients decide whether, when,. And how to sell or monetize their concentrated wealth. Services for Your Clients. Family-owned businesses and the. Real estate that accompanies them. How We Work with You. Capture proceeds of clients’ liquidity events. Receive a referral fee. No training or licensing required. Business owner preparing for retirement wishes to explore the wide range of monetization strategies that enable him/her to exit from the business completely.

INTERNAL PAGES

concentratedwealth.net concentratedwealth.net
1

ConcentratedWealth

http://www.concentratedwealth.net/monetizing_partial.html

Most company owners are surprised when they learn of the wide range of strategies that can be used by business owners who are desirous of either wholly or partially cashing out . Regardless of which strategy is used, the broad objectives the owner needs to achieve remain the same:. Associated with wealth concentration. Generate liquidity to diversify. And avoid triggering an immediate taxable event, if possible. The strategies that can be used by business owners to partially exit. Going public via an IPO.

2

ConcentratedWealth

http://www.concentratedwealth.net/answers_to_client_questions.html

Get answers to some of the most frequenctly asked questions about Intelligent Edge,. Investment banking and selling a business. How is Intelligent Edge different from other investment banks? Some investment banking firms specialize on just one industry. Wouldn’t I be better off being served by a firm that presents itself as an industry specialist? What does the investment banking landscape look like? What types of firms are out there? Can’t I successfully negotiate the transaction myself? This means that...

3

ConcentratedWealth

http://www.concentratedwealth.net/answers_to_your_questions.html

Get answers to some of the most frequently asked questions that advisors have. About Intelligent Edge, investment banking and selling a business. How is Intelligent Edge different from other investment banks? How does Intelligent Edge charge? Some investment banking firms specialize on just one industry. Isn’t a client better off being served by a firm that presents itself as an industry specialist? What does the investment banking landscape look like? What types of firms are there? Each and every deal i...

4

ConcentratedWealth

http://www.concentratedwealth.net/white_papers.html

White Papers for Advisors. Current M&A Deal Market Conducive to Sale. Role of the Financial Advisor. Seven Step Process for Selling a Business. Strategies for Monetizing Privately-Owned Businesses. Strategy: Donor Advised Fund. White Papers for the Clients of Advisors. Current M&A Deal Market Conducive to Sale. Seven Step Process for Selling a Business. Strategies for Monetizing Privately-Owned Businesses. Strategy: Donor Advised Fund. December 2011 / Read Abstract. Advisors Tapping Into Commercial Assets.

5

ConcentratedWealth

http://www.concentratedwealth.net/talk_to_your_clients.html

Here are a few questions to break the ice when talking to your clients about their businesses. What are your long-term plans for the company? How do you envision the future of your business? What are your business goals for the next five years? What are your personal goals for the next five years? Have you thought about who might lead your company once you retire? Are your children interested in taking over your business once you retire? And get an idea of the value you could achieve in a sale scenario?

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Create and play a key role helping your clients decide whether, when,. And how to sell or monetize their concentrated wealth. Services for Your Clients. Family-owned businesses and the. Real estate that accompanies them. How We Work with You. Capture proceeds of clients’ liquidity events. Receive a referral fee. No training or licensing required. Business owner preparing for retirement wishes to explore the wide range of monetization strategies that enable him/her to exit from the business completely.

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