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Business Ownership at a Crossroads: Key Questions for Planning What’s Next

Picture of Senior Investment Director, Private Client Practice
Nicole Nava Senior Investment Director, Private Client Practice

Picture of Partner, Private Client Practice
Doug Macauley, CFA Partner, Private Client Practice

Families who have built the majority of their wealth in one company often face the difficult decision of whether to sell or retain their investment. Recently, Doug Macauley and Nicole Nava authored a piece in Worth Magazine that explores five key questions to consider when making this decision.

Whether you’re a business owner or simply interested in wealth management strategies, read this article for valuable insights into navigating the complexities of divestment decisions.

 

 

Nicole Nava - Nicole Nava is a Senior Investment Director at Cambridge Associates.

Doug Macauley, CFA - Doug Macauley is a Partner for the Private Client Practice at Cambridge Associates. Doug has over 25 years of investment experience. At CA, he works with a number of private clients and institutions ranging in size from $125 million to over $5 billion. He has also worked with non-profit entities, including family foundations that originated […]