Having provided investment banking and private wealth guidance to many entrepreneurs, executives, and founders, William Blair guides business owners through each stage of a transaction. From pre-liquidity planning and private share transactions to philanthropy strategies and legacy planning, William Blair equips owners with the tools to think beyond a transaction.
Those considerations were discussed in William Blair’s latest Business Owners Forum webinar. Ryan DeVore, partner, head of Private Wealth Management, and Matt Zimmer, partner, global head of Investment Banking, provided thoughtful observations, learnings, and ideas for life post-transaction, including building a trusted team of advisors, taking inventory of assets, and identifying hobbies, habits, and passions. In an earlier webinar, Zimmer and DeVore discussed the M&A landscape, covering such topics as tariffs, interest rates, and regulatory oversight.
William Blair brings strategic insight and a structured and personalized approach to every stage of a business owner’s journey. The next webinar in the series will be hosted in October with a focus on financial considerations for those who have recently completed—or are preparing for—a major liquidity event.
Please contact your William Blair wealth advisor for more information about the event and our capabilities.