Welcome to this week's episode of Wisdom and Wealth. If you have ever wondered what a Small Privately Held Business should consider as it approaches a merger or acquisition, You will want to listen in today.  Matt Gilbert, a Founding Partner of Gilbert & Pardue Advisors, joins us to share his perspective for business owners thinking about an exit. Matt went through this same process three times himself and decided to create a company to serve business owners in the same situation. 

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
 [email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380


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Music by bensound.com