Peter Henrich, Cepa® Email & Phone Number

What is the most important number to understand when you sell your business? Here's a hint. It's not the sale price, EBITDA, or revenue. Those numbers are very important, but how do those numbers relate to your needs and goals? The true measure of success is hitting "your number". What is the dollar amount required to fund your vision for the future, and will the net proceeds of your exit get you that number? And with so much noise out there – advisors, bankers, lawyers – how do you choose the right team to get this done for you? Who has your best interests at heart? We've vetted & cultivated top-tier investment banks, M&A attorneys, estate planners, and accountants – and work with you to build the right team for your perfect exit. Many successful business owners have enlisted our team, with deep experience with investment banking, wealth management, and institutional investing, to bring a level of insight few can match. We will help you to: ● Precisely identify "your number" ● Build an income replacement plan ● Design your deal team (or engage with your existing team) ● Minimize tax and capital gains exposure ● Plan your trust and estate approach ● Move on to the next phase of your life with confidence And we're thinking about all of this long before the ink dries on any deal. It's no secret…there is a lot of money chasing companies like yours right now. Let us help you do it right. Interested in talking more? Leave me a note here on LinkedIn or email me peter.henrich@ml.com. *Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.