In our third episode of The RKL Private Wealth Podcast, Nick Boyer, chief investment officer and executive VP of RKL Private Wealth, chats with Ryan Hurst, partner and Business Consulting Service Line Leader, to discuss mergers and acquisitions developments amidst this economic and business environment.
Throughout the conversation, they review trends affecting business owners in the baby boomer demographic during exit planning, critical steps of successfully transitioning a family-owned business to its next chapter, and the qualities owners seek in prospective buyers for their business
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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any specific security or investment strategy. Consult your financial advisor prior to investing to determine which investments or investment strategies may be appropriate for you. Past performance does not guarantee future results. RKL Wealth Management is a registered investment adviser. RKL Private Wealth is a unified approach to personal financial and legacy planning that involves a host of services provided by RKL Wealth Management and RKL LLP. RKL Wealth Management is a subsidiary of RKL LLP. Advisory services are only offered to clients of RKL Wealth Management in the United States that have entered into an investment advisory agreement.
