The Human Side of Mergers and Acquisitions

The success of a merger or acquisition depends on more than just the details of the transaction. Equally important is how the people involved experience the change—the founders, staff, and clients alike. In this episode, host Stephen de Man welcomes Amy DeTolla, founder and CEO of Aureus Advantage, and Josh Bartholomew, head of business development at Bluespring Wealth Partners, to discuss best practices for M&A, such as defining success before evaluating partners, preserving organizational culture, aligning incentives, and overcommunicating throughout the entire process. Tune in for practical advice on navigating the human side of M&A.