The privately held business: pre-liquidity planning

For the first episode in our four-part series on transition planning for your privately held business, we begin at the end; laying the groundwork for selling your business. Brian Greenblatt, who leads commercial middle market banking for CIBC US, and Art Graper, managing director and senior relationship manager here at CIBC, touch on identifying potential purchasers, family wealth plans and consider what life after the sale may look like.