Podcast

The Human Side of Mergers and Acquisitions

For wealth professionals involved in buying, selling or integrating a firm, the episode focuses on the people and culture issues that sit alongside the transaction details.

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Summary

By our desk

This episode of Managing Your Practice looks at the human side of mergers and acquisitions. Host Stephen de Man speaks with Amy DeTolla of Aureus Advantage and Josh Bartholomew of Bluespring Wealth Partners about how founders, staff and clients experience change during a deal. They discuss defining success before evaluating partners, preserving organizational culture, aligning incentives and overcommunicating throughout the process.

The episode argues that M&A success depends on more than the details of the transaction.
It covers how founders, staff and clients experience the change.
Guests discuss defining success before evaluating partners and preserving organizational culture.
The conversation includes aligning incentives and overcommunicating throughout the entire process.

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