Navigating Mortgage M&A: Fixing to Get Ready: Financial Preparation

In this episode, "Fixing to Get Ready: Financial Preparation," we
discuss the critical aspects of financial readiness. Hosts Lauren
and Hale are joined by Ken Richey and Steve Smith, seasoned
professionals with extensive experience advising clients in the
industry. Ken, the founder of Richey May & Co., specializes
in creating customized business and tax planning strategies for
clients. Steve is an industry consultant with over 35 years of
experience in financial services and mortgage banking. Together,
they address essential considerations for owners and sponsors who
are contemplating the sale of their companies. They explore the
intricacies of asset sales, outline the financial and accounting
prerequisites for successful negotiations, and discuss which key
stakeholders within the company should be informed when a deal is
in progress.