/Blog%20Banner%20-%20The%20Dangers%20of%20Napkin%20Negotiations.png?width=1200&height=628&name=Blog%20Banner%20-%20The%20Dangers%20of%20Napkin%20Negotiations.png)
ARE YOU CONSIDERING THESE IMPORTANT STAKEHOLDERS IN YOUR TRANSACTION?
Finding the right transaction partner, and executing a potentially complicated and emotional transition, can attract most of the consideration in an M&A deal. It’s important to also look beyond the immediate stakeholders–you, your ownership team, and your transition partners–to a few other groups who will be greatly impacted by the change: your family, your team, and your clients.
Topics: Selling Your Practice, Acquisition, M&A, Deal Structure, Buying & Selling, Client Experience
.png?width=1200&height=628&name=Blog%20-%20Tech%20Stacked%20(1).png)
Growth can be enabled – or hindered – by your technology. And not only that, but it can also seriously erode your profit margin if it costs you clients, requires constant fixing, or slows down cross-department collaboration. But here’s the thing: NOT using tech is the bigger mistake you can make. With so many best-in-class solutions on the market (and more appearing everyday), certainly having something is almost guaranteed to be better than nothing…right? Let’s explore your best tech investments that enable revenue growth in 2023.
Topics: Business Growth, Industry News, Next Generation, Compliance, Client Retention, Wealth Management, Trends, Branding, Tech, marketing, Client Experience