In the world of mergers and acquisitions, trusted advisors such as attorneys, accountants, and wealth managers play a pivotal role. Their expertise is sought after not just for routine services but also during significant events like the sale of a company. However, a common challenge arises: Clients often approach these advisors only after they’ve already initiated the company sale process. This timing can put both the clients and the advisors at a disadvantage.
DAK’s, Director, Derek Zacarias, leads the discussion on Maximizing the Value of Your Client’s Largest Asset alongside Steve Baker from CE2 Partners and Carlos Sava, ProCFO Partners. In this insightful webinar, we delve deep into the dynamics between trusted advisors and their clients during company sale processes. Our aim is to shed light on the importance of early conversations and provide actionable strategies for initiating these discussions.