Joe Bowden
BofA / Merrill Lynch
Miami, Florida
About
Company name
Business title
Senior Vice President, Wealth Management Advisor
Contact
How to contact
3053472517
Professional Profile
Call Me When
A business with over $5mm EBITDA wants capital, sale or partial sale.
Professions
Wealth Manager
Functional Expertise
ESOPs
Fiduciary
Lending
Sell side/Divestiture
Trusts
Exit/Transition Planning
Business Focus
Business owner transition planning, financial planning and generational wealth planning
Professional Certification
CIMA, CEPA, SE-AWMA, CPFA, CRPC
Transition Planning Certification or Methodology
CEPA, we have a robust planning process to help assess if valuation exit price can satisfy post sale life goals and work with IB partners to work toward goal amount
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Client Results
We are a data driven forward looking planning team. We use capital market assumptions and work along banking partners to approach goals
Advisor Resource Relationships
EPI
Chapter information
Membership
Miami Individual
Member since
New Member
Why I'm a Member of XPX
There is a rotation is capital happening in private companies and they need high quality advice from younger advisors who will be here to a while.
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