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Charlie Ring and Marcus Yorke-Long write for Wealth Briefing on M&As and wealth planning

When people sell a business, or float it on a stock market, these are important liquidity events that private banks and wealth managers understandably want to track. The process of selling/floating a firm is also an emotional event – years of hard work, creativity and grit have gone into building a business in the first place. The transfer of that business may be a time of great relief, but also quite a wrench.

In an article for Wealth Briefing, Charlie Ring, Corporate Partner, and Marcus Yorke-Long, Head of the Firm's soon-to-be-launched Private Office examine how businesses are sold, what the traps are for the unwary, the key steps to take and how advisors should work with owners of companies.

Read the full article in Wealth Briefing here.

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