Chapters:
00:00 Introduction to M&A and Personal Experiences
03:01 The Importance of Alignment in M&A Transactions
06:07 Lessons Learned from Past Exits
09:02 Understanding Client Readiness and Expectations
12:06 The Discovery Phase: Building Relationships
14:46 Adapting to Client Personalities
17:58 Balancing Professional Judgment with Client Desires
21:07 The Role of Trust in Advisor-Client Relationships
24:00 Communication Strategies During the Process
27:03 Managing Expectations and Surprises
30:10 Monitoring Progress and Achieving Goals
32:47 Final Thoughts and Closing Remarks
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