Peter Henrich
Private Wealth Advisor @Merrill Lynch
Signup · Get unlimited contacts
WORK HISTORY
Private Wealth Advisor @Merrill Lynch
EDUCATION
University of Michigan - Stephen M. Ross School of Business
Masters of Business Administration, MBA
Northwestern University
Bachelor's Degree
ABOUT PETER HENRICH
Most business owners spend years optimizing their business, but very little time preparing for what comes after it. I work with business owners who are thinking about selling their companies in the next 1 – 3 years and want to approach that moment with clarity, confidence, and options. My role is not to rush a transaction, but to help business owners understand what their business is really worth to them, how a liquidity event fits into their broader life and financial goals, and how to avoid common (and often irreversible) mistakes during the transition. That preparation process typically includes:* Translating business value into personal balance-sheet clarity * Stress-testing post-sale outcomes before decisions are locked in * Coordinating with tax, legal, and other transaction professionals well ahead of a sale * Helping business owners move from an \"operator mindset\" to an \"investor mindset\" on their own terms Many of the people I work with are successful, thoughtful, and deeply invested in what they\'ve built-but they sense that the next chapter will require a different kind of planning. My job is to help make sure they don\'t reach the finish line only to realize they\'ve made multiple mistakes during the sale process. If you\'re a business owner thinking about an eventual exit-even if it\'s still a few years away-I\'m always open to a discreet, exploratory conversation. Leave me a note here on LinkedIn or email me p••••••••@ml.com.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.