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Dec 16, 2020

Preserving wealth is a long-term initiative, and managing it through uncertainty is critical. Jim Benedict, senior vice president and senior wealth strategist at PNC Wealth Management, discusses how to stay the course in choppy waters, and the importance of remaining calm.

Dec 12, 2020

Carlton D. Dean III is seeing a lot of business owners looking for an exit in the wake of the pandemic. The president of Demarrt Building Services is also seeing deals that he might have foregone before look much better now. That’s led him to adjust his approach to the acquisitions.


Dec 11, 2020

After Brookstone Capital Management founder Dean Zayed sold a majority share of his registered investment advisory firm to AmeriLife, he rekindled a conversation with the founder of another RIA, FormulaFolios. The result: the creation of a $6.5 billion business. We talked with Dean about both the AmeriLife and...

Dec 4, 2020

David Woodburn, a shareholder at Roetzel & Andress, is seeing a lot of potential for M&A right now. Low interest rates and uncertainty over estate and income taxes have created an opportunity for owners to leverage their estate and gift tax dollars. But it’s also an environment that’s great for buyers looking to...

Dec 3, 2020

As business leaders start to look ahead to 2021, balance sheet management and liquidity are top-of-mind issues. But when it comes to banking and finance, it will be relationships that could make or break deals in this new business reality. Brad Jones, Charlotte Regional President of First National Bank, discusses why...