Most M&A content is made by experts talking to other experts. Wise Up on M&A is different.
The person managing your brokerage account isn't the same as the person who should manage a seven-figure liquidity event.
Wise Up on M&A by Exitwise is part of the Exitwise Productions podcast network, alongside The Wise Exit and the Exited Founder Podcast. Stephanie asks the questions founders actually have, and Exitwise M&A experts answer them.
Episode 4: Is Your Financial Advisor Ready for Your Exit?
Stephanie sits down with Brian Dukes, Exitwise M&A expert, to fill the third and final seat on the M&A team boat: the wealth advisor. Brian explains why this role matters more than most founders expect, and why the planning needs to start long before the deal does.
What you'll hear:
Why the finance guy who's been with you for years might not be the right call for a transaction of this size
What a high-quality wealth advisor is doing for you months, quarters, and sometimes years before the deal closes
Why knowing what you want to do after the sale isn't just a nice thought, it's a financial planning decision
When your rowboat becomes a yacht and the deal gets bigger, who else joins the team? That's next week.
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