Exit Planning Essentials and What You Need to Know with Terence Hannafin | Philip Palumbo
Click Here to view our Podcast.
Terence Hannafin is a Partner at Carter Morse & Goodrich, where he specializes in advising closely held and family-owned businesses on mergers, acquisitions, and capital strategies. He has over two decades of experience in investment banking, with expertise in M\&A, recapitalizations, and private capital placements across a range of industries including manufacturing, consumer products, and business services. Prior to joining CMG, he held senior roles at de Visscher & Co., American Express, and Morgan Stanley. Terence earned a finance degree from Boston College, where he played Division I football, and holds FINRA Series 82, 24, and 63 licenses. He serves on the boards of the Exit Planning Exchange – Long Island and the Alliance of Merger & Acquisition Advisors, and lives in Connecticut with his wife and three children.
In this episode, Terence and Phil discuss M&A, exit planning, and how to properly prepare your business for success long after you’ve reached the point where you’ve made work optional!
Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at www.palumbowm.com.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
capital strategies, investment banking, Palumbo Podcast, Palumbo Pulse Podcast, Philip Palumbo, Terence Hannafin, wealth, wealthyBy: 2 Market Media
