Financial Planning: The Key to a Seller’s Sanity + Success

A comprehensive financial plan that merges business and personal documents is critical for selling your business and enabling your future. Learn how your financial advisor and M&A expert can and should work together to help you better prepare yourself and your business for sale.

Guest: Wesley Haynes | Senior Investment Advisor RBC Wealth Management | Parekh-Haynes Group

To learn more about financial planning contact Wesley at wesley.haynes@rbc.com 

You can catch the next episode on our podcast page at portagemaadvisory.com.

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