Lyell Wealth Management isn’t an investment bank or M&A advisory firm, and we don’t run the process of selling full or partial equity stakes in companies. However, bankers are typically solely focused on successful outcomes for the business transaction without regard for the executives’ financial wellbeing.

We can help identify key financial issues for executives anticipating a future exit or in the process of one. Lyell professionals can be on your side ahead of and throughout the transaction to ensure that your personal situation is optimized.