Insights & Perspectives

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Exit planning, wealth management, and business transition insights from the Penta Wealth Management team.

The Emotional Side of Selling a Business No One Talks About

By Jonathan C. Penta, CEPA® A business owner once described the first Monday after selling his company in a way that was hard to forget. “I had spent thirty years wishing for a quiet morning,” he said. “Then I finally got one, and I didn’t know what to do with it.” That sentence captures something […]

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Preparing for a Liquidity Event Before Buyers Ever Appear

By Jonathan C. Penta, CEPA® It was supposed to be an ordinary Thursday. The owner expected another meeting about hiring, a quick call with a customer, and maybe an early dinner for once. Then the phone rang. “We’ve been following your company for a while,” the caller said. “Would you be open to a conversation […]

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