Success to Significance
Discussing the unique intersection of business, family, and philanthropy. As a team that's served privately held business owners for nearly 2 decades, we've seen how the worlds of business and family can collide to create problems and opportunities. A study by the exit planning institute found that 75% of business owners are unhappy 12 months after a sale. With proper planning and expert insights, we strive to change that trend and help business owners take their success and turn it into significance in the next chapter. Podcasts will focus on business exit planning, family advisory, philanthropy, sustainable and mission aligned investing, and other evergreen forward thinking topics relevant to business owners and their families.
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Investment Banking & ESOP with Ambrose Advisors
38:45I sat down with Michael Harden, Managing Director of Ambrose Advisors, to discuss business growth and exit strategies from the perspective of owners, bankers and buyers.
