Selling your business: Trade-off between a great culture/best price?
Jeff Thomas | June 12 2020
The reality is, if you don't plan your exit well or have a good team put together to execute the strategy, then you do have to make some trade-offs.
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how planning ahead, having a great deal team and strategic execution allow you to maintain control of the values, culture and things that are important to you without having to sacrifice on price.
Determine your level of preparedness for your upcoming business transition.
Jeff Thomas is the Founder/CEO of Archetype Wealth Partners. He has assembled an amazing team to provide an open architecture, fee-only (fiduciary) platform that offers a wide variety of investment choice to clients. Archetype exists to help families thrive across generations.
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