HB Wealth Webinar Replay · June 2026

HB Wealth's June webinar, Preparing for What Comes Next: A Thoughtful Approach to Business Transitions, brought together a panel of specialists to walk through a practical framework for owners thinking about what is next for their business, whether that moment is close at hand or still years away.The session was moderated by HB Wealth shareholder Jimmy Trimble, with Don Bravaldo, president of Bravaldo Capital Advisors, joining the panel alongside HB Wealth senior wealth adviser Kelly Nowottnick and Alston & Bird partner Charlie Yates

The conversation looks at when to start planning and what exit options are on the table, what it actually means to prepare for a liquidity event and the emotional shifts that tend to follow it, and how getting ahead of these decisions early gives owners more flexibility and more confidence in the path they choose.

What the Session Covers

  • Early planning and the range of exit options available to owners
  • Preparing for liquidity, and the emotional shifts that often follow a sale
  • How thoughtful planning helps preserve flexibility, align decisions, and move forward with clarity and confidence
Watch the Replay →

This webinar was hosted and produced by HB Wealth. Bravaldo Capital Advisors thanks HB Wealth for including Don in the discussion.