Optimize to Exit: Mastering Family Dynamics for Maximum Value
Presented By: Bradley / Edward Jones
For family business owners, the choice between private equity and next-gen succession is rarely just a financial calculation—it is a deeply emotional pivot point. This discussion breaks down the critical pre-sale preparations required to ensure you don’t leave money on the table while addressing the sensitive dynamics of family identity and control during transition.
Moderator:
Financial Advisor
Edward Jones
Jesse Abercrombie is a financial advisor and general partner with Edward Jones. He focuses on providing wealth management solutions to business owners in the Dallas Fort Worth Metroplex. Together with his strategic alliance partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Jesse has been with Edward Jones since 2003 and now serves over 200 clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.
Panelists:
Partner
Bradley
Jeff Harvey represents public and private companies, investors, family offices, private equity firms, and venture capital funds operating or investing in startup through upper middle-market businesses and heads up the firm’s General Counsel Services team.
Jeff represents companies and their owners, boards, management teams and financial partners across industries concerning entity structuring and formation, compliance and governance, public and private securities filings and reporting, technology transactions and licensing, M&A and joint ventures, private equity and venture investment, international business operations, global supply chain management, franchising, dealership and distribution, real estate and equipment leasing, among other matters and concerns. He provides strategic advice and counsel for transactions and throughout the life cycle of a business or investment.
Managing Partner
Broadwing Capital
Eliot serves as Managing Partner of Broadwing Capital, which he co-founded after 20 years of operational private equity experience. He is responsible for overall direction of the firm and ensuring Broadwing achieves its investment objectives in a manner consistent with the firm’s mission and core values. He originates and leads investment opportunities, partners with management post-acquisition to achieve transformative results, and serves as primary contact at the firm for investors. Eliot has been a private equity investor since 2000, and has significant expertise in mergers and acquisitions, corporate strategy, performance improvement, and realizations through sales, public offerings and dividend recapitalizations.
