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