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“Just focusing on the numbers and not spending enough time on the cultural fit, or the business fit, or the philosophical fit, or what direction in the business you want to take…you can miss a lot of things and it can create a lot of issues for the business down the road…Everything when it comes to M&A should start with culture...”
In this episode Tom Hine speaks with Jason Carver, Managing Partner at Pure Financial Advisors. They discuss trends in the M&A world, the importance of culture fit, and why advisors delay succession planning.
Pure Financial Advisors: https://purefinancial.com/
Connect with Tom: https://www.linkedin.com/in/hinetom/
Feedback: https://www.capitalwm.com/successionfit-podcast
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth.
Guest or topic suggestions: www.capitalwm.com/successionfit-podcast
Contact Tom: https://www.linkedin.com/in/hinetom/
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.