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Twenty–three top advisors from leading firms show entrepreneurs how to transition their business The Entrepreneura s Transition provides an all–in–one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy–to–read blueprint that can help business leaders navigate before and after a transaction–so they are well positioned and can avoid costly mistakes. The Entrepreneura s Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy. Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windwarda s Investment Committee. His responsibilities include managing client portfolios and overseeing the firma s investment consulting practice.
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Twenty–three top advisors from leading firms show entrepreneurs how to transition their business The Entrepreneura s Transition provides an all–in–one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy–to–read blueprint that can help business leaders navigate before and after a transaction–so they are well positioned and can avoid costly mistakes. The Entrepreneura s Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy. Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windwarda s Investment Committee. His responsibilities include managing client portfolios and overseeing the firma s investment consulting practice.