Michael Meara

Certified Financial Planner, Nexus Wealth Advisors
(831) 818-1157

I have been an advocate for and advisor to small business owners for over 30 years while providing financial planning and wealth management services to them. I provide comprehensive pre-exit planning and analysis to help business owners determine the viability of an exit given their personal financial and life goals. I also consult on a fee contract basis to help facilitate their exit which includes managing the sales process on behalf of the owner which may include collaborating with a broker.

Location

365-B Lake Avenue)
Santa Cruz , California , 95062
United States

Skills

  • Acquisition (Buy-side) Advisory
  • Angel Funding
  • Buying a Business
  • Debt Capital Markets
  • ESOP Advisor
  • Family Investment Committee
  • Family Philanthropy
  • Personal Financial Planning
  • Private Equity
  • Seller M&A Market Analysis
  • Selling Businesses
  • Shareholder buyouts
  • Strategic Planning
  • Succession advisory
  • Transaction advisory
  • Wealth Management

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