Listen to the podcast here: Summary: In this episode, Whitney interviews Omar Khan, CFA and M & A expert with Boardwalk Wealth. Omar shares various Tips and Tricks which can help inexperienced syndicators realize their end goals. What is the hallmark of an exception deal sponsor? How do you facilitate effective communication with your passive...Read More

In this episode, Whitney interviews Omar Khan, CFA and M & A expert with Boardwalk Wealth. Omar shares various Tips and Tricks which can help inexperienced syndicators realize their end goals. What is the hallmark of an exception deal sponsor? How do you facilitate effective communication with your passive investors? And, why is it critical...Read More