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Check out our webinars where we discuss wealth planning topics, including estate planning strategies, tax planning and investing, along with our take on the markets and economy, all to keep you up to date as you make financial decisions.
Considerations for Business Owners
Mar 20, 2025 | 3 p.m. CT
You will exit your business someday. How is up to you. Join panelists Leora Zach, managing director, wealth strategy, Michael Emerson, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, as they discuss the key milestones and best practices for selling your business. This will include the steps you should take leading up to the sale of your business, what resources could aid in the process and proactive ways to exercise as much control as you can while planning for eventualities.
Leora Zach, CFA
Managing Director, Wealth Strategy
Michael Emerson, CFP®
Senior Wealth Advisor
Tom Tilley
Managing Director, Mergers & Acquisitions
Dylan Younce
Director & Senior Wealth Consultant
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Webinars are provided for informational and educational purposes only. They do not consider any individual or personal financial, legal, or tax circumstances. As such, the information contained herein is not intended and should not be construed as individualized advice or recommendation of any kind. Where specific advice is necessary or appropriate, individuals should contact their professional tax, legal, and investment advisors or other professionals regarding their circumstances and needs.
Any opinions expressed in the webinars are subject to change without notice. The information provided herein is believed to be reliable, but we do not guarantee accuracy, timeliness, or completeness. It is provided “as is” without any express or implied warranties.
There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and nothing herein should be interpreted as an indication of future performance.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
