Judy Barton - Exit Planning and Wealth Management (#97)

This week on the Maximize Business Value podcast, host Tom Bronson, joined by guest Judy Barton - a Senior Client Strategist with BNY Mellon Wealth Management - discusses how wealth management plays a key role in your exit. Listen in as Judy & Tom explain what you need to be doing now to ensure a successful and lucrative exit!

Judy Barton is an expert in wealth management strategies for ultra-high-net-worth men and women who find themselves in life-altering transitions, such as divorce, sale of a business, or major inheritance. For more than 25 years, she has guided clients through such events with a laser-like focus, keen intuition, and genuine concern for these clients and their families. Right now, Judy works as a Senior Client Strategist for BNY Mellon Wealth Management, wherein she assists clients with rebounding from the impact and uncertainty of COVID-19 market fluctuations. Through "Active Wealth," (which includes Invest, Spend, Borrow, Manage and Protect) she works with her BNY Mellon investment team to identify strategic opportunities in a rapidly changing investment landscape. Judy completed her Master of Legal Studies in 2020, further expanding her knowledge of business law and conflict resolution.

Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at [email protected] or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).

Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from

CONNECT WITH TOM
Facebook: https://www.facebook.com/masterypartners
LinkedIn: https://www.linkedin.com/in/tom-bronson/
Website: https://www.masterypartners.com/

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Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.
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