We value your relationship with your clients and are keenly aware of the importance of the wealth management advisor’s leadership in the critical financial planning in advance of the sale of the client’s business, which include a visualization of the possibilities in their post-sale world.

We have a distinctive philosophy, process, and tact in which we help our clients explore and create a powerful exit. Through expert guidance from your peers and leaders, as well as through contributors on our team who have been wealth managers or served as a trusted advisor to them, we have adapted our process to collaboratively and effectively serve the clients we share with you.

RESOURCES FOR YOU

With the trust of your client, you are in a unique position to bring outside resources to bear that can help them diversify out of their biggest concentrated position. Here are some resources from Woodbridge that could help you and your business owner client better understand the M&A process and Woodbridge’s distinctive approach:

• VIDEO: WOODBRIDGE DIFFERENCE
• VIDEO: TESTIMONIAL
• VIDEO: Commentary from Greg Michaels
• VIDEO: Video: Trusted Advisor
• WHAT ROLE CAN WOODBRIDGE PLAY: FREE VALUE ASSESSMENT
• RESPONDING TO UNSOLICITED OFFERS
• REASONS WHY OWNERS SELL
• WHAT BUSINESS OWNERS VALUE FROM THEIR WEALTH MANAGER

Business Development Team

Larry Reinharz
Managing Director

Greg Michaels
Vice President, Business Development

Elliad Dagan
Business Development
Executive