You’ve Sold Your Business … Now What? How to Build a Roadmap for What to Do After a Liquidity Event

Marc Beshany is managing director – market manager for Wells Fargo’s new Great Lakes market. He oversees the growth and expansion of Wells Fargo advisors in the Michigan area, leading the recruitment of experienced financial advisors, financial consultants, trainees and team members. He has served as a market manager for more than 10 years, including leading the Wells Fargo Advisors Rocky Mountain market in Colorado and Wyoming and past leadership of the firm’s Northeast Ohio market.

Matthew Agnone is chief financial officer at ApexHealth., where he is responsible for general accounting, investment management and financial data reporting functions. He is a certified public accountant and worked for Deloitte and Touche as a tax senior manager before beginning his career in finance in managed care in 2014, when he joined Meridian Health Plan. At Deloitte, he assisted in the restricting of its U.S. and international entities to minimize tax expenses while aligning their business objectives.

Building client relationships based on trust is a guiding principle for Thomas C. Buhl, a co-founder and senior vice president — Investments for Legacy Wealth Management Group of Wells Fargo Advisors in Grosse Pointe. He is a Wells Fargo Advisors Premier Advisor and uses his 20 years of industry experience, including roles with Merrill Lynch and UBS, to help clients manage their financial affairs with their long-term goals in mind.

As co-founder and managing director - Investments for Legacy Wealth Management Group of Wells Fargo Advisors in Grosse Pointe, Kenneth A. Fruehauf knows investments as well as he knows Legacy clients’ needs and goals. He is a Wells Fargo Advisors Premier Advisor, and during his previous roles with Merrill Lynch and UBS, was recognized as the lead of their top advisory teams and earned the coveted title of Chairman’s Club Member multiple years.

Michael Stines is chief compliance officer and general counsel at ApexHealth, where he is responsible for managing company affairs related to litigation, contracts and regulation. He provides guidance on matters related to compliance and oversees all ongoing activities related to the development, implementation, maintenance of and adherence to the organization’s privacy and confidentiality policies and procedures. In addition, he educates and trains staff on how to identify and report compliance violations.