Welcome to our July 2025 Sell-Side Update!
In this July 2025 Sell-Side Update, Garrett Monroe, Sell-Side Director at Calder Capital, sits down with Michael Martin of Fiduciary Financial Advisors to explore why engaging a financial advisor is essential to selling a business and how proper planning ensures you meet your retirement and lifestyle goals.
Whether you’re years away from an exit or actively pursuing one, this conversation offers timely, strategic insights on how to prepare financially and emotionally. Garrett and Mike cover key questions every owner should ask: How much will I need to retire? What steps should I be taking now? What will my financial picture look like post-sale?
This discussion highlights the critical role financial planners and advisors play in Sell-Side Services and Exit Planning. From evaluating lifestyle needs to preparing for the shift from control to liquidity, this video is a must-watch for anyone serious about selling a business wisely.
Have a question you’d like answered?
Thanks for watching our July 2025 Sell-Side Update! If you have a question you would like answered in our next update or would like to confidentially discuss selling your business, please reach out to Garrett Monroe at [email protected] or (586) 350-6619.
About Calder Capital:
Founded in 2013, Calder Capital is a lower middle market investment bank providing mergers and acquisitions advisory services to business owners, entrepreneurs, family offices, and investors across the United States. Our dedicated team of professionals combines extensive industry experience, technological innovation, negotiation savvy, and key relationships to exhibit exceptional execution. Calder’s services include mergers and acquisitions advisory, private funds and capital markets advisory, and business valuations.
Learn more about our sell-side services at: https://caldergr.com/our-services…