2021 Session 6A

Friday, March 26, 2021
1:00 PM – 2:00 PM


Business of Selling a Business

About

Cultivating relationships with business owners is a proven strategy for building and maintaining a financial professional’s book of business. To be an effective adviser to business owners, FPs must understand the business lifecycle. The final stage in that life-cycle is the exit strategy which requires forethought and planning. Please join Jeff Brooks, a wealth strategist with Capital Group and former practicing attorney, as he defines and describes several typical business sales scenarios, the potential benefits and challenges of each, and how advisers can contribute to and generate business from the sales process.

Learning Objectives:

  1.  Provides advisors with a review of the business sale process and identifies opportunities to assist up to and including the liquidity event.

About the Presenter

Jeff Brooks

Jeffrey R. Brooks is a wealth strategist at Capital Group, home of American Funds. He has 24 years of industry experience and has been with Capital Group for two years. Prior to joining Capital, Jeff worked in the role of senior wealth strategist at UBS Financial Services and before that in a similar role at Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced law exclusively in the areas of probate, trust and estate administration and worked for a Probate Court. He received a juris doctor degree from the University of Missouri, Columbia and holds a bachelor's degree in journalism (broadcast sequence), also from the University of Missouri, Columbia.  Jeff is based in Los Angeles.

 

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