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March 15, 2019

How to plan for a liquidity event

By Mark Scott

Whether you’re thinking about a liquidity event before you’ve launched your company, or the thought comes much later, there’s a lot to consider before you cash out.

August 10, 2018

Create a viable plan

Jeremy Eberlein, managing director of investment banking, offers four steps to creating a viable plan.

February 16, 2018

Family matters

You need to pay special attention to the personal impact of selling a business.

January 5, 2018

BNY Mellon’s Ron Ambrogio

Ron Ambrogio explores the conversations that need to take place before a company goes on the market and common oversights that can make it harder to close a deal.