I was honoured to be the speaker at The Business Transition Forum and also be a director on their board. Many of my clients are entrepreneurs. As business owners, one of their most challenging business transitions is when they gain sudden wealth as they sell their business. I have spent my career in the business of selling business and managing the wealth gained.

The process of transitioning is the most monumental decision in the company’s life cycle. Optimizing the value of the business, but tabove all, understanding the range of choices for how, or who to invest, what asset classes achieve life goals and family needs are just some of the fundamental elements that should be part of your wealth planning.