The Close M&A Podcast with Caber Hill Advisors

Michael J. Murray, CFA, CFP®, CAIA: Personalized Counsel for High-End Wealth Management

Caber Hill Advisors Season 2 Episode 5

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0:00 | 35:55

Craig Castelli sits down with Michael Murray of Altair Advisors to break down how business owners should think about wealth, risk, and planning before a sale. They discuss why most entrepreneurs wait too long to prepare, how to structure deals the right way, and the real tradeoffs between rollover equity and earnouts. From family dynamics to tax strategy and life after exit, this conversation offers practical insight for anyone building or planning to sell a business.

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