Matthew Kerzner -"Excellent!"-WARP025
Winged & Ready
English - February 09, 2021 20:00 - 29 minutes - 20.6 MB - ★★★★★ - 4 ratingsCareers Business entrepreneurs business owners mergers and acquisitions exits long island business sale new york m&a venture capital private equity Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Guest Matthew Kerzner is a specialist in working with family- and closely held- businesses. With trillions of dollars being passed from one generation to the next in coming years and most family businesses having a shelf life of roughly 25 years, prioritizing a transition plan is of utmost importance. Matt walks us through the why's of transition planning and how it not only helps achieve success when monetizing, but also when just starting out!
Matthew Kerzner is a Director in the Center Family Business Excellence Group within the Private Business Services Practice. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters.
Matt works with clients developing a strategic plan that acknowledges the issues and dynamics of both the family and the business in order to develop succession plans that prepare the next generation leaders to succeed.
Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time
after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.