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The ABCs of a Successful AcquisitionThe ABCs of a Successful Acquisition
What’s the one essential factor in the successful acquisition of an advisory firm or practice? Susie McEuen knows.
July 5, 2023
Sponsored by Oakstreet
Total transparency on the part of buyer and seller about financials, business operations and their personal intentions is critical in any advisory business acquisition or sale, advises Susie McEuen, vice president of strategic markets at Oak Street Funding. Other insights: Lenders like Oak Street prefer when sellers stay on to help buyers, as well as when parties use an impartial consultant to create a buy-sell agreement.