Due to the number of baby boomers reaching retirement age, it is estimated that in the next ten years over $11 trillion of personal wealth will change hands. Of that, about 70% is in the form of ownership in private companies.
Many of those companies will change hands through the M&A process rather than through inheritance.
This is an overview of the Sell-Side M&A Process. While each transaction has its own peculiarities, this report covers the most typical type of transaction.
First of all, let us address the different types of players one may encounter in deciding the most appropriate advisor for your situation.