Insights

Buy, Sell, or Hold Your Business

By
No items found.
Mark Bell
September 24, 2020
Share this post

Capital markets have opened back up for debt and equity deals, as discussed in the fourth episode of our Road to Recovery Series, “Buy, Sell or Hold Your Business.” Balentine’s Head of Family Office Services and Private Capital, Mark Bell, Ph.D., moderates a panel of subject-matter experts who bring together complementary vantage points around investment banking, mergers and acquisitions, and trusts and estates:

Steve Tye | Croft & Bender
Collins Brown | Smith, Gambrell & Russell, LLP
Rett Peaden | Smith, Gambrell & Russell, LLP

Hear their vantage points in today's swiftly changing world, including their latest thinking on how:

  • the political and economic uncertainty present opportunities for estate planning, recapping (debt or equity, or even a sale of a closely held family business
  • having the right team of advisors help now is critical whether you buy, sell, or hold
  • the capital markets have opened back up for debt and equity deals

At Balentine, we’re committed to not only helping clients through these tough times, but also acting as a convener and aggregator, addressing the most pressing concerns on the Road to Recovery. Stay tuned for more panels & visit our dedicated page for more in our series: Road to Recovery.

No items found.

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.

Less Guidance, More Discipline: The Fed Steps Back

In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.

Beyond The Exit: What Founders Need To Understand Before Selling Their Business

For decades, Robert Balentine has guided entrepreneurs through pivotal transitions. In this Forbes article, he lays out a hands-on approach to navigating the emotional and relational shifts of an exit, helping founders turn a successful business into wealth that lasts well beyond one generation.

The Tax-Aware Investor

For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.