Tag Archives: High Net Worth

Feature

The Current M&A Market: Is This the Right Time To Sell a Business? With Jack Selman (Ep. 26)



Selling a business is a significant liquidity event that requires complex planning in various areas, such as business valuation, attracting the right buyers, tax planning, and post-sale wealth management.

Moreover, given the current market conditions, long-time business owners might wonder: Is the timing right to sell a business?

In this episode, Kevin Kaylakie speaks with Jack Selman, partner at Selman Munson & Lerner P.C., about pre-liquidity planning in the current M&A landscape and how entrepreneurs can optimize their exit strategy.

Kevin and Jack discuss:

  • The “Great Wealth Transfer” and the rise of private equity
  • Biggest reasons why family businesses are motivated to sell
  • How to value a business (and different types of buyers to consider)
  • Two action steps that Jack suggests based on his past M&A transactions
  • And more

Resources:

Connect With Jack Selman:

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Feature

Kitchen Table Conversations (Part 1): Key Financial Topics Every Family Should Consider (Ep. 25)



With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning.

In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to consider in light of current market conditions and in general.

Kevin and Connee discuss:

  • Using asset allocation to hedge against the risk of inflation
  • How donor-advised funds lead to tax-efficient philanthropy
  • The importance of “ document e-Vaulting” in family affairs
  • Key cybersecurity measures to ensure protection of financial records
  • And more

Connect With SineCera Capital: