Jason Carver

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“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

10 episoder