Broker Check

You Can Never Be Too Prepared for Your Next Chapter ft. Barry Smith

Legacy Listens Episode #23

The private market landscape has shifted dramatically with changing economic conditions over the last year. 

Tune in as Partner & Senior Advisor, Kevin Donohue, talks with Private Equity Leader Barry Smith of CFGI. Barry thrives in the world of Mergers and Acquisitions. He assists private equity buyers purchase businesses and sees them all the way through the process to ensure hyper-growth in the post-investment period. Join Kevin & Barry and learn about the importance of establishing an effective accounting and financial operation. 

For more information about Barry Smith and CFGI, visit www.cfgi.com

Find us on Spotify and Apple podcast. Subscribe to “Legacy Listens” today. 

eLegacy

View your wealth management website

Investor 360

View your Commonwealth accounts

SEI