The Deal Isn’t The Hard Part. Surviving It Is.

Signing the LOI can feel like the finish line for an RIA founder. My partner Brian Meegan and Ryan Halls of Hue Partners make the case in Wealth Solutions Report that, in many ways, it is when the real work begins. One of the most common mistakes they flag is over-prioritizing the closing date. When a quarter-end or year-end deadline matters more than the economics and the client transition, the pressure can lead to costly compromises. They also remind founders that the legal process is a relationship process. The objective is to build a deal both parties can live with and a relationship that can survive the closing.

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