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Get it in writing
When advisers weigh mergers and acquisitions, they need to make sure that whatever they think they’ll be doing after the deal is written into the contract.
That was the advice of Mark Germain, CEO of Beacon Wealth Management.
“Make sure it’s in the paperwork,” said Germain, whose firm is in the due diligence process of a transaction. “That’s what’s going to determine what you do on the Monday after the papers are signed.”