Conversations in Commercial Banking
Conversations in Commercial Banking
CIBC US
The privately held business: pre-liquidity planning
21 minutes Posted Jan 12, 2023 at 7:24 pm.
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Show notes
For the first episode in our four-part series on transition planning for your privately held business, we begin at the end; laying the groundwork for selling your business. Brian Greenblatt, who leads commercial middle market banking for CIBC US, and Art Graper, managing director and senior relationship manager here at CIBC, touch on identifying potential purchasers, family wealth plans and consider what life after the sale may look like.