Financial Advisor for Search Fund CEO

searcher profile

November 09, 2019

by a searcher from Morehouse College in New York, NY, USA

Is there a financial advisor in the community who specializes in helping Search Fund CEOs with financial planning etc. considering many of us are going to be heads down running our companies full-time?

0
5
149
Replies
5
commentor profile
Reply by a searcher
from Indiana University, Bloomington/Indianapolis in Chicago, IL, USA
if this is in reference to personal tax/finance planning I have a friend that does this with GPs for larger PE firms. A lot of the succession and financial planning is similar. LMK if you need for information.
commentor profile
Reply by a searcher
from Fundação Getulio Vargas, São Paulo in São Paulo, State of São Paulo, Brazil
It would be good if you have a specialized professional in your team because that’s an important pillar of the SF foundation.
commentor profile
+3 more replies.
Join the discussion