Hear how Allan Flader of RBC Wealth Management, advises Company Founders to handle a large sum of money coming their way after they sell their company. How should they prepare for that? How much do they really need? What other ways they need to adapt their lifestyle, income and assets to meet their post-transaction needs. Most Entrepreneurs need to diversify their assets, but do they really need to sell all the company? Is there a way to sell part of it or just take money out through a dividend or recapitalization? It's a high class problem, but still can be a problem, for Founders who aren't prepared.

Allan Flader

Allan is responsible for overseeing overall investment strategy, asset allocation and tax minimization strategies for the group. He assesses the risk tolerance of each individual client and determines the appropriate strategic or tactical model for client portfolios. With more than 30 years of experience, Allan is one of roughly 7,300 Certified Investment Management Analysts (CIMA®) nationwide, earning the distinction through the University of Pennsylvania’s Wharton School of Business. Allan holds the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.