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Part 2: How to Sell Your Business With Confidence

Join Zac Ritchey, a Private Wealth advisor, and partner, and Andy Harris, a recognized leader in mergers and acquisitions, for the conclusion of their in-depth dialogue on pivotal strategies for entrepreneurs eyeing a business sale or transition. 

This session completes the foundational insights from Part 1, shifting the conversation from business-focused strategies to personal wealth planning strategies. Ritchey and Harris delve into advanced estate and wealth planning techniques, offering a roadmap for seamlessly navigating your financial situation today and after the sale of your business. 

Don’t miss this opportunity to learn from these experienced leaders and lay the groundwork for a successful and rewarding transition. 

You Will Learn:

  • Essential first steps and a realistic timeline for orchestrating an extraordinary business exit, maximizing your financial and personal rewards. 
  • How to avoid the risks and pitfalls associated with a rushed liquidation, ensuring a smooth transition that protects your business’s legacy and hard-earned reputation. 
  • The value of expert-led wealth planning in bridging the gap from your current financial status to your prosperous post-sale future, empowering you with tailored strategies for long-term financial security.  
  • The importance of assembling a team of seasoned advisors and why delegating the role of point person to a trusted expert can lead to more effective decision-making and a more profitable business transition. 

Event Hosts

Andy HarrisSTS Capital Partners
President, North American Strategies

Zac Ritchey, CFP®Private Wealth Asset Management
Partner/Managing Director


This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice. It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied. Please note that PW or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced.

Investing involves risk, including loss of investment principal. Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss.

PW and Fiducient Advisors are independent entities. There is no form of partnership or legal affiliation between PW and Fiducient Advisors nor is such a relationship created or implied by the information herein.


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