10 factors sellers consider before choosing a new firm
Culture and community
Corporate culture means many different things depending on whom you ask. Generally, culture can be defined as a set of beliefs and values that drive an organization. But for the purposes of this list, we will ask two questions to define a firm’s culture. One, who owns the business? If the firm is private equity-owned, then the culture will be about growth. Second, who manages the retirement and wealth business? Whether the leader is a practitioner or a non-practitioner general manager will determine much about the ultimate culture of the group.