Shows
AEC Unscripted: M&A EditionEp 9: Wealth Management for AEC M&AIs your AEC firm positioned for financial success after the deal? In this episode of AEC Unscripted: M&A Edition, we dive into Wealth Management for AEC M&A. Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, is joined by Brian McCarver and Jonathan Freeman from Stonebridge Financial Group to provide expert insights for AEC firm leaders. Brian and Jonathan share their decades of experience, offering critical guidance on:Pre-sale financial planning to maximize deal valueStrategies for managing wealth post-transactionMitigating financial risks and securing your legacy Learn how to navigate this crucial aspect of M...2025-03-1858 min
The Veteran (Semi) ProfessionalEp. 220: Running a Financial Services Business to Connect with Your Community and Contribute to Veterans with Brian McCarverSend us a textBrian left the army and moved back home, eventually buying a small financial services firm and growing it. We talk about how that helps tie him into his local community and how he uses his network and business to give back to other veterans. Brian McCarver, CFP®, CIMA® | Stonebridge Financial Group (stonebridgefg.com)DOD SkillBridge Program (osd.mil)Veterans Outreach of Pennsylvania | Harrisburg PA (veteransoutreachofpa.org)Tunnel to Towers Foundation (t2t.org)2024-03-2941 min