Choosing The Right Wealth Manager

When selecting a wealth advisor there are several
components of the engagement you will want to familiarize
yourself with to ensure you have the right wealth advisor
and plan in place. Before discussing the appropriate
engagement, it is important to know that on average, 80%
of business owners do not have a financial plan. This lack
of financial planning can have a dramatic impact on your
transactions net proceeds (what you keep from the
transaction after fees and taxes) and the overall result. The
first question you will want to ask yourself is what type of
advisor do I want to work with? Finding the right wealth
advisor can be very difficult if you don’t have a clear
understanding of what is needed. Due to the change in
your financial situation, new elements will add complexity
to identifying the right wealth advisor.


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