Category: Wealth Planning & Management
Discussions pertaining to company owners and/or shareholders’ liquidity and wealth planning and management
Dickinson Bransford, CM&AA, Managing Director, Mid-Market Securities, LLC
- We provide companies strategic and financial solutions to support their growth goals, address challenges to the business and/or facilitate owners’ personal financial goal of maximizing the company’s value and achieving liquidity – either now or in the future
- Large firm expertise and professionalism for smaller to mid-sized companies
- Team approach brings resources and broad industry experience of the firm, having completed transactions in several industries and countries