 When advisors focus solely on the numbers it can often cause a deal to implode. What's much more important for any deal.is cultural alignment."Mary Ann Buchanan, RIA Match |
Connecting with the Right Deal Partners, with Mary Ann Buchanan
Mary Ann Buchanan, May 2019
Podcast: Connecting with the Right Deal Partners, with Mary Ann Buchanan
Summary: In her thought leadership work, Mary Ann specializes in overcoming human bias in succession planning, mergers, and acquisitions by using a systematic approach to help clients make good decisions. Mary Ann shares what makes a good match between partners, and she shares why focusing solely on the numbers can often cause a deal to implode. She explains why cultural alignment is critical for any deal.
Listen to the the podcast here
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