Business Owner's Forum

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Anthony Arnold was part of a “Business Owner’s Forum” virtual panel discussion hosted by Hansen Wealth Management. Anthony offered his perspective on the intersection of a business owner with their financial advisor, an M&A attorney, and an investment bank, along with their tax and estate planners. This discussion touched on pre- and post-liquidity event planning, as well as the opportunities and benefits of incorporating a personal wealth plan into the business exit. 

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