Evolving Landscape of Alternative Investments for Retirement Planning

The world of alternative investments is complex but compelling for middle-market business owners and entrepreneurs to understand. Kimberly Flynn discusses how M&A fits into the world of asset management. She defines alternative investments, explains how they fit into investment portfolios, discusses institutional money management, looks at how private equity and VC firms utilize M&A, considers options for raising capital, and speculates on the future of alternative investments and the potential impact on M&A.

View the complete show notes for this episode.

Learn More:

• Business Valuation & Return on Investment (ROI)
• M&A Basics: Building a Sellable Business
• M&A Seller Financing: A Complete Guide

Additional Resources:

• Planning to sell your business? Schedule a free consultation today.
• Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
• To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

Listen to Other Episodes:

• A VC’s Advice on Increasing the Value of Your Business
• How to Determine When a Business is Ripe for Investment
• Understanding Private Equity – A Primer for Sellers