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Maximizing Value In Mergers And Acquisitions With Brian Summe

  1. Maximizing Value In Mergers And Acquisitions With Brian Summe Elliot Kallen 20:32

Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen!

Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today.

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Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/  

Visit Us: https://prosperityfinancialgroup.com/ 

 

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

 

At Prosperity Financial Group, we’ll take care of your investment, Retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal Relationships. Our remote service structure enables us to help you from anywhere, anytime.

 

Get started: https://prosperityfinancialgroup.com/book-your-appointment/ 

Elliot Kallen Wealth Manager | Registered Principal

For more than three decades, Elliot has provided customized wealth management solutions for entrepreneurs, business owners, retirees, and millennials.

Elliot and his wife, Tammy, are passionate about giving back to the community through their 501(c)(3) foundation, A Brighter Day. Through his partnership with A Brighter Day Charity, the Kallen family has helped local teens and young adults recognize and access resources to cope with the risks of stress and depression.

He enjoys spending his free time with his family. Some of his hobbies include cooking, wine, golf, travel, and studying history.

He lives in Lafayette, California with his wife, step-daughter, and grandson.

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