The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life Unlocking Your Full Business Potential: Lessons From M&A Advisor Tejal Shah (#398)
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“Focus on and make relationships your top priority” -Tejal Shah
Join Tejal Shah, founder and managing principal of Congruent Advisory, as she delves into business preparation for M&A, the importance of a strong advisory team, and how AI can enhance operations. Tejal stresses the significance of authentic leadership and a culture of accountability, sharing real-life cases and practical advice for business owners. Discover how to align operations with financials, focus on people, and position your business for successful liquidity events.
00:00 Introduction to Tejal Shah and Congruent Advisory
03:16 Tejal Shah's Journey and Insights
04:28 Common Business Issues and Solutions
08:16 The Importance of Preparation for Business Owners
14:42 Leveraging AI in Business
20:53 The Role of Authentic Leadership and Accountability
28:22 Practical Examples and Case Studies
Click here for full show notes, transcript, and resources:
https://podcast.deepwealth.com/398
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