Overview
Twenty-three top advisors from leading firms show entrepreneurs howto transition their business
The Entrepreneur's Transition provides an all-in-one handbook forentrepreneurs and corporate insiders seeking advice on theirpersonal financial planning prior to selling or taking a businesspublic. It provides a concise, easy-to-read blueprint that can helpbusiness leaders navigate before and after a transaction-so theyare well positioned and can avoid costly mistakes. TheEntrepreneur's Transition is organized chronologically beginningwith the issues a business owner should be concerned with prior toa transaction. It then moves, step by step, through the transactionprocess and into post transaction diversification, reinvestment,and philanthropy.
Louis Crosier (Boston, MA) is a principal at Windward InvestmentManagement and serves as a member of Windward's InvestmentCommittee. His responsibilities include managing client portfoliosand overseeing the firm's investment consulting practice.
The Entrepreneur's Transition provides an all-in-one handbook forentrepreneurs and corporate insiders seeking advice on theirpersonal financial planning prior to selling or taking a businesspublic. It provides a concise, easy-to-read blueprint that can helpbusiness leaders navigate before and after a transaction-so theyare well positioned and can avoid costly mistakes. TheEntrepreneur's Transition is organized chronologically beginningwith the issues a business owner should be concerned with prior toa transaction. It then moves, step by step, through the transactionprocess and into post transaction diversification, reinvestment,and philanthropy.
Louis Crosier (Boston, MA) is a principal at Windward InvestmentManagement and serves as a member of Windward's InvestmentCommittee. His responsibilities include managing client portfoliosand overseeing the firm's investment consulting practice.
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