• Navigating Mortgage M&A: Closing Preparation and Communications

  • May 9 2024
  • Length: 22 mins
  • Podcast

Navigating Mortgage M&A: Closing Preparation and Communications

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  • Summary

  • In this episode, we discuss cultural elements to consider when identifying a potential closing team, emphasizing the importance of collaboration to determine the inner circle best positioned to bring the companies together. As emotions heighten nearing the closing, we stress the importance of managing employee expectations and concerns to conducting pulse checks and identifying early wins that reflect the bright future of the company.
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