By Don McClain | Founder & Principal, Medro Advisors. Extend Alianza’s October 21 customer-continuity discussion with a relationship evidence map. For each material account, identify the current relationship owner, service commitments, unresolved issues and the evidence supporting expected continuity. Ask counsel which contract questions need review before making transfer assumptions. Keep the buyer’s planned introduction separate from permission to contact the customer. Agree who may communicate, what can be shared and when before outreach. Begin a confidential acquisition discussion at https://alianzapartners.com/
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