PMCF Investment Banking’s Ellen Clark highlighted the importance of early transaction planning for business owners and how taking a long-term approach can help maximize value.
Clark, a Managing Director at PMCF and co-lead of the firm’s industrial vertical, joined Plante Moran Wealth Management leaders David Stahl and Mark Corombos to discuss current trends in middle market M&A, how business owners can strategize for liquidity events and ways to achieve long-term success through proactive financial planning.
The three also discussed common financial challenges business owners encounter and how they can overcome them, how business owners can proactively address their personal and business plans in advance of future business transitions to optimize outcomes, and strategies to maintain a healthy balance between personal and business financial goals.
Key topics from the webinar include:
- Middle Market M&A Activity and Factors Driving Growth
- The Impact of Private Equity on M&A Activity
- The Benefits of Early Transaction Planning
- The Importance of Calibrating Personal and Business Transaction Goals
