Jason Carver
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Manage episode 319471087 series 2993237
Sisällön tarjoaa Joe Aguiar and Tom Hine. Joe Aguiar and Tom Hine tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
“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
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