Emily Wood from Connecticut Wealth Management Earns Certified Merger & Acquisition Advisor Credential

FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is thrilled to announce that Emily Wood, Partner and Chief Client Officer (CCO), successfully earned her Certified Merger & Acquisition Advisor (CM&AA®) credential.

This achievement brings the total number of CTWM advisors focused on business exit planning to three. Alongside Wood, Patrick Sullivan, Managing Planner, also holds the CM&AA® credential, and Denis Horrigan, Partner and co-founder, is a Certified Exit Planning Advisor (CEPA®).

“It’s exciting to have three advisors focused on our service offerings for our business owner clients,” said Kevin Leahy, Partner and CEO of CTWM. “This accomplishment is a testament not only to our firm’s committed to the continuing education of our teammates, but also to our dedication to serving the unique needs of business owners.”

CTWM provides comprehensive planning and wealth management services to business owners. Our approach is focused on helping owners plan for their future while optimizing ideal outcomes for their personal and business finances. Our goal is to help our clients feel confident in their decisions and secure in their financial future.

The CM&AA course is an intensive program designed to equip professionals with the knowledge and skills needed to excel in the complex and ever-evolving world of middle market corporate finance, advisory, and transaction service. The course covers a range of topics, including financial analysis, due diligence, deal structuring, and valuation.