Phil Harwood sits down with Zach Willner, founder and managing partner of Free Peer Advisors, to discuss what business owners should know when preparing to sell their company. Zach shares how his Wall Street investment banking experience helps small and mid-sized business owners navigate buyers, evaluate deal structures, raise capital, and secure the best possible terms for the future of their business.

Disclaimer:  “This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. You should consult with your own tax, legal, and financial professionals for your specific situation. The views and opinions expressed in this interview are those of the participants and do not necessarily reflect the views or opinions of Finalis Securities, LLC. Securities offered through Finalis Securities LLC Member FINRA/SIPC. Free Pier Advisors LLC and Finalis Securities LLC are separate, unaffiliated entities.”