WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern.
This webinar is part of an ongoing series by The Austin Dale Group (ADG) . ADG is a Merger & Acquisitions firm focused on mergers and acquisitions for lower middle market and emerging growth companies. They are specialists in software and IT services, cloud and healthcare and focus on exit strategies, value enhancement, and preparing for sale. For registration and information, visit http://austindalegroup.com/upcoming-webinars/next-webinar/
Morgan Smith provides private wealth management for business owners and families. He holds an International MBA and the CERTIFIED FINANCIAL PLANNER™ professional credential. He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He is President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.
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