HeyJaredAEC Unscripted: M&A Edition
Welcome to AEC Unscripted: M&A Edition, the podcast that delivers unfiltered, authentic insights from leaders in the Architecture, Engineering, and Construction (AEC) industry who are on the front lines of mergers and acquisitions.Hosted by Jeff Adams, CPA, CM&AA, each…
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Ep 9 | Wealth Management for AEC M&A (opens the original)
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Send us Fan Mail Is your AEC firm positioned for financial success after the deal? In this episode of AEC Unscripted: M&A Edition, we dive into Wealth Management for AEC M&A. Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, is joined by Brian McCarver and Jonathan Freeman from Stonebridge Financial Group to provide expert insights for AEC firm leaders. Brian and Jonathan share their decades of experience, offering critical guidance on: Pre-sale financial pla...
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