Non-Financial Considerations When Purchasing or Partnering With a Business

The Holistic Accountant

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Buying or partnering with a business isn’t just a numbers game. In this comprehensive episode, Stuart and Mena unpack the often-overlooked non-financial considerations that can make or break a deal.

From strategic alignment and cultural fit to customer base stability, employee morale, operational systems, and intellectual property—this episode guides you through the full landscape of due diligence beyond the balance sheet.

If you’re evaluating a business opportunity, this episode will help you make a thoughtful, strategic, and sustainable decision—not just a profitable one.

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.