Brian C. Summe’s Post

🦃 A Thanksgiving Message to My Trusted Network 🦃 As Thanksgiving approaches, I want to take a moment to thank all of you—wealth advisors, business owners, CPAs, attorneys, and my valued professional partners. Your collaboration, trust, and partnership drive the work we do together to help businesses thrive and transitions succeed. This holiday season is the perfect time to reflect on our shared goals: To Wealth Advisors: Strengthening relationships and retaining liquidity after a client’s business transition. To Business Owners: Preparing for a successful exit or growth plan that aligns with your vision. To Professional Partners: Creating seamless strategies to meet your clients’ needs while expanding your value as trusted advisors. Let’s use this time of gratitude to focus on what’s next: building opportunities, protecting legacies, and ensuring 2025 is a year of growth and success. 🌟 Let’s Collaborate Now is the perfect time to align our strategies and discuss how we can create impactful outcomes for your clients and your business. Let’s explore ways to deepen client loyalty, access new opportunities, and build your reputation as the go-to advisor for business owners. 📅 Schedule a call: https://lnkd.in/eRWDg79v 📩 Email me: bsumme@vesticor.com #CEPA #CFP #BusinessPlanning #WealthAdvisors #ExitStrategies #FinancialAdvisor #BusinessOwners #ClientLoyalty #MergersAndAcquisitions #RaisingCapital

Attention #Wealth Advisors #Financial Planners: Are Your Business Owner Clients Prepared for Their Exit Strategy? 🚪 💡 Did you know that 79% of business owners want to exit their business in the next five years, but most aren't fully prepared to do so? Many don’t even realize the value of their company, or the steps needed to ensure a smooth transition. As a wealth advisor, you have the unique opportunity to add tremendous value to your clients by helping them navigate this crucial time. But who is guiding you on how to deliver these solutions? That’s where I come in. I’ve spent years working closely with wealth advisors, giving them the tools and strategies they need to: 🔍 Identify potential business exit opportunities 💰 Secure post-sale liquidity for their clients 🏆 Ensure the highest possible value for a successful sale If you’re looking to strengthen your relationships with business owners and become their trusted partner during one of the most important decisions of their lives, let’s talk. 📞 📅 Schedule a call today! https://lnkd.in/eTBrmfWk 📧 Or email me directly at: bsumme@vesticor.com

Attention Wealth Advisors | Financial Advisors! 🚀 Did you know over $1.5 trillion in private business transactions occur in the U.S. each year? And here's the kicker—82% of business owners switch advisors after they sell. That’s an immense risk of losing clients and assets. What if you could change the game and become the advisor they trust both before and after their sale? With my Advisor-Aligned Business Owner Service Model, you gain a strategic partner who helps you: ✅ Retain and strengthen relationships with your business owner clients ✅ Identify and capture opportunities with new business owner prospects—even if they aren't quite ready to sell ✅ Enhance your service offering to meet clients where they are on their business journey, from growth to exit Let's strategize on how you can de-risk your practice, build long-term value with clients, and grow your assets under management with tailored M&A support! 📅 Schedule a call: https://lnkd.in/eTBrmfWk 📩 Email me: bsumme@vesticor.com Let’s secure the future of your advisory practice! #ExitPlanning #FinancialAdvisors #MergersAndAcquisitions #BusinessOwners #WealthManagement #ClientRetention #AdvisoryGrowth

🌐 Did you know? Over $1.5 trillion in private business transactions happen in the U.S. each year. With so much change in ownership, here's a surprising fact: 82% of business owners change advisors after they sell their businesses. Why does this happen? The sale of a business often marks a transition not just for the owners, but also for their professional advisory team. New needs, priorities, and growth goals emerge, which can drive a shift in the advisors they trust to guide them forward. At StraightForward Financial Insights, we believe in building enduring relationships that transcend ownership changes. By deeply understanding our clients’ vision from day one, we ensure that our value remains clear, adaptable, and aligned with the evolving journey of every business. Ready to secure continuity, drive value, and evolve with your goals? Reach out today to learn more about how we guide clients beyond the transaction. (414)301-9696 #ExitPlanning #BusinessAdvisory #FractionalCFO #BusinessSale #ClientRetention #StraightForwardFinancial

Attention Wealth Advisors | Financial Advisors: Are you prepared to guide your business owner clients through their entire journey—not just at the sale? 🌱➡️💰 If you aren’t, here’s a wake-up call: 82% of business owners switch advisors after selling their business. That’s a massive risk to your practice, especially considering the $1.5 trillion opportunity in annual U.S. private business sales. The typical M&A firm focuses only on transactions, but my approach is different. With my "Business Owner Service Model", I’m here to align with you, helping you support clients at every stage, years before they even think about selling. This means deeper loyalty with your clients and a solid strategy to capture part of that trillion-dollar market. Here’s why this matters: 🔹 Business owners need early planning to protect and grow their wealth—and the advisor guiding them is best positioned to help. 🔹 You can expand your client base by reaching business owners who haven’t yet committed to a sale but need a roadmap for the future. 🔹 You’ll differentiate yourself as the advisor who can provide unparalleled support, attracting even more business owners. Let’s discuss how you can deepen client loyalty, access new opportunities, and build your reputation as the go-to advisor for business owners. 📅 Schedule a call: https://lnkd.in/eTBrmfWk 📩 Email me: bsumme@vesticor.com #CEPA #BusinessPlanning #M&A #WealthAdvisors #ExitStrategies #FinancialGrowth #BusinessOwners #ClientLoyalty #MergersAndAcquisitions #FutureFocused

Attention Wealth Advisors | Financial Advisors: Are you prepared to guide your business owner clients through their entire journey—not just at the sale? 🌱➡️💰 If you aren’t, here’s a wake-up call: 82% of business owners switch advisors after selling their business. That’s a massive risk to your practice, especially considering the $1.5 trillion opportunity in annual U.S. private business sales. The typical M&A firm focuses only on transactions, but my approach is different. With my "Business Owner Service Model", I’m here to align with you, helping you support clients at every stage, years before they even think about selling. This means deeper loyalty with your clients and a solid strategy to capture part of that trillion-dollar market. Here’s why this matters: 🔹 Business owners need early planning to protect and grow their wealth—and the advisor guiding them is best positioned to help. 🔹 You can expand your client base by reaching business owners who haven’t yet committed to a sale but need a roadmap for the future. 🔹 You’ll differentiate yourself as the advisor who can provide unparalleled support, attracting even more business owners. Let’s discuss how you can deepen client loyalty, access new opportunities, and build your reputation as the go-to advisor for business owners. 📅 Schedule a call: https://lnkd.in/eTBrmfWk 📩 Email me: bsumme@vesticor.com hashtag #CEPA #BusinessPlanning #M&A #WealthAdvisors #ExitStrategies #FinancialGrowth #BusinessOwners #ClientLoyalty #MergersAndAcquisitions #FutureFocused

Attention #Wealth Advisors #Financial Planners: Are Your Business Owner Clients Prepared for Their Exit Strategy? 🚪 💡 Did you know that 79% of business owners want to exit their business in the next five years, but most aren't fully prepared to do so? Many don’t even realize the value of their company, or the steps needed to ensure a smooth transition. As a wealth advisor, you have the unique opportunity to add tremendous value to your clients by helping them navigate this crucial time. But who is guiding you on how to deliver these solutions? That’s where I come in. I’ve spent years working closely with wealth advisors, giving them the tools and strategies they need to: 🔍 Identify potential business exit opportunities 💰 Secure post-sale liquidity for their clients 🏆 Ensure the highest possible value for a successful sale If you’re looking to strengthen your relationships with business owners and become their trusted partner during one of the most important decisions of their lives, let’s talk. 📞 📅 Schedule a call today! https://lnkd.in/eRWDg79v 📧 Or email me directly at: bsumme@vesticor.com

Wealth Advisors | Financial Advisors: Are you ready to seize the $1.5 trillion opportunity happening every year in private business sales? 🚀 Here’s the reality: 🔹 82% of business owners switch advisors after selling their business. 🔹 Most advisors miss out on new opportunities because they’re only brought in too late in the game. With my Business Owner Service Model, I help you: ✅ Retain your existing business owner clients and their post-sale liquidity. ✅ Attract new clients by meeting their needs years before a sale. ✅ Position yourself as their trusted advisor before, during, and after the sale. Don’t let your clients—or their assets—slip away. Let’s discuss how you can secure relationships, grow your AUM, and stand out in a competitive market. 📅 Schedule a call: https://lnkd.in/eRWDg79v 📩 Email me: bsumme@vesticor.com The stakes are high, but the rewards are even higher. Let’s partner to make sure you’re capturing this opportunity. #ExitPlanning #WealthAdvisors #BusinessOwners #MergersAndAcquisitions #WealthManagement #ClientRetention #AdvisoryGrowth

Attention Wealth Advisors | Financial Advisors: Are you ready to seize the $1.5 trillion opportunity happening every year in private business sales? 🚀 Here’s the reality: 🔹 82% of business owners switch advisors after selling their business! 🔹 Most advisors miss out on new opportunities because they’re only brought in too late in the game. With my Business Owner Service Model, I help you: ✅ Retain your existing business owner clients and their post-sale liquidity. ✅ Attract new clients by meeting their needs years before a sale. ✅ Position yourself as their trusted advisor before, during, and after the sale. Don’t let your clients—or their assets—slip away. Let’s discuss how you can secure relationships, grow your AUM, and stand out in a competitive market. 📅 Schedule a call: https://lnkd.in/eTBrmfWk 📩 Email me: bsumme@vesticor.com The stakes are high, but the rewards are even higher. Let’s partner to make sure you’re capturing this opportunity. #ExitPlanning #WealthAdvisors #BusinessOwners #MergersAndAcquisitions #WealthManagement #ClientRetention #AdvisoryGrowth

Assess the Financial Health of a Business the RIGHT way. To ensure informed decision-making, without overlooking crucial details, and confirm sustainable growth: → Gather Relevant Financial Data - through meticulous analysis of income statements, balance sheets, and cash flow statements. → Calculate Key Financial Ratios - by comparing liquidity, profitability, and solvency metrics over time. → Evaluate Cash Flow Management - by forecasting and monitoring cash flows. → Assess Profitability Trends - using trend analysis and industry comparisons. While there’s no replacement for financial acumen - have a second set of eyes from experienced professionals and peers to obtain a firm grasp of the business’ health. Need some help assessing deals? Use my experience reviewing over 500 businesses and book a 15min session to tell me more about your goals: https://lnkd.in/ggaXdry8 Don’t stop until you have a clear picture of the financial health and operational risks before closing on the RIGHT business for you.