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OPINION
Maximizing AEC M&A potential requires proactive financial planning, risk management, and trusted advisors to secure lasting success beyond the deal. How wealth advisors unlock M&A value
A re you maximizing the financial potential of your AEC M&A transactions? It’s not just about closing the deal; it’s about building a lasting financial legacy. In our latest episode of AEC Unscripted: M&A Edition , we explored this critical aspect with Brian McCarver, CFP, CIMA, and Jonathan Freeman, CFP, CIMA, CFA , managing directors at Stonebridge Financial Group. Their insights illuminated the often-overlooked financial considerations that extend far beyond the transaction, providing invaluable guidance for buyers and sellers.
Jeff Adams, CPA, CM&AA
Brian and Jonathan’s diverse backgrounds uniquely position them to understand the complexities of wealth management in M&A. Jonathan’s experience on the fast-paced trading floors of Fidelity in Manhattan, combined with Brian’s transition from military service to financial strategy, has forged a powerful approach to financial planning. They’ve built Stonebridge on a foundation of personalized advice, recognizing that each client’s financial goals are distinct and emphasizing how strategic, long-term financial planning can transform an M&A deal into enduring success. THE STRATEGIC IMPORTANCE OF PRE-SALE PLANNING. A successful M&A transaction requires
proactive planning and thorough preparation, especially when it comes to your financial strategy. Selling your firm without a well-thought-out plan and the right team of advisors can be one of the most daunting experiences for a business owner. To maximize the value of your transaction and avoid leaving money on the table, it’s essential to work with experienced professionals – including a CPA , M&A advisor, wealth management advisor, and attorney. This team can guide you through critical aspects such as pre-sale planning, tax strategies, and estate and retirement projections, ensuring a smooth and financially optimized transition.
See JEFF ADAMS, page 4
THE ZWEIG LETTER SEPTEMBER 22, 2025, ISSUE 1602
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