Below you'll find a list of all posts that have been tagged as “Retirement”
More than 75 million Baby Boomers are poised to retire (part of what has been dubbed the “Silver Tsunami”). Early studies indicated mass exodus of Boomers from the workforce would happen steadily over the next 20 years. Back in 2020, however, I shared my opinion that the COVID-19 pandemic was a wake-up call for many Boomers (those born between 1946 …
We were extremely fortunate to have Conrad Nelsen spend three months with the Viking Mergers & Acquisitions team in Charlotte, NC. Conrad was our Spring 2020 recipient of the Viking Entrepreneur Endorsement Scholarship. He is working towards a double major at Appalachian State University in Finance & Banking and Risk Management & Insurance, along with a minor in Accounting. Conrad’s …
Successfully selling a business is a remarkable achievement for any entrepreneur. When you sell a business that you have poured your life into, you arrive at a unique opportunity to use your wealth and your time however you choose. On the surface, this may sound like perfection. However, navigating what to do after selling a business can be more challenging …
Your business likely represents the largest portion of your net worth. With that in mind, it makes sense to consult with a professional advisor who can learn about your business and give you thoughts on how to prepare your business for a future sale. Here at Viking, that is precisely what we do. We have written at length about what …
Viking Mergers & Acquisitions announces the addition of Lisa Marcus as a Senior Advisor. Lisa brings with her an extensive blend of business, legal, and private equity experience having been involved with 16 M&A transactions totaling $2.5 billion. She comes to Viking most recently from Honeywell PPE as General Counsel. Prior to that, Lisa was part of the executive team …
Locations
Florida
