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Connecting with the Right Deal Partners, with Mary Ann Buchanan

Added on May 2019 in Blog
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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.‚Äč

 

Listen to the the podcast here

Subscriber Infographic 2018

Added on August 2018 in Blog
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Annually we report on our subscriber data to provide insights to advisory firm principals as they refine their firm's succession and strategic growth plans. A completed RIA Match profile includes comprehensive information from up to 72 data points. This aggregrated data offers insights from over 4,500 subscribers. Download the Subscriber Infographic where we provide a snapshot of the advisor types, trends and goals. Be curious and communicate with your matches!

Accelerating Your Growth as a Seller

Added on February 2018 in Blog
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Accelerate Your Growth as a Buyer

Added on February 2018 in Blog
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M&A Success Drivers: Aligning Firm Culture and Integration

Added on January 2018 in Blog
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