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Joe Seetoo - The Realities of Selling your Business in a Zero Interest Rate Environment

November 10, 2020

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Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families. 


Questions Answered: 


1. Why is it important for business owners to do financial planning prior to selling their business?
2. Your firm has a niche in identifying alternative investment strategies - why is that?
3. How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they
sell their businesses?

 

Contact Info: