This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In this bonus episode of Onward, watch the session that kicked off our 2025 Onward Conference. Laurie Barkman, author of The Business Transition Handbook and adjunct professor at Carnegie Mellon University, led a discussion on what business owners should know before selling and how they should prepare for when the “little blue bird” comes knocking on the door.
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