Monthly Archives: July 2024
How Company Culture Alignment Impacts a Sale with Guest Jacqueline Martinezof Alaris Advisors
In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs – Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn’t always just about the money when we sell a business. Enjoy!