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We adhere to a clear set of principles and have a well defined approach to representation of our clients and the execution of transactions.
- Serve the client first. The interests of the client always come first. Time constraints or economic interests of the advisor must never affect advice to the client.
- Love the goal – not the deal. Never lose sight of the client’s goal. Relentless pursuit of a closing is a virtue only so long as the transaction is consistent with the client’s goal.
- Be open when possible. While effective advocacy and confidentiality requirements affect and may limit the timing and extent of disclosure, the more information provided to the other side, the better business decision it can make. Agreements based on bad information seldom close.
- Never lie – no exceptions. Effective advocacy frequently requires taking strong positions and negotiating stances. It is always appropriate to put the facts in the most favorable light for the client. The advisor often may decline to answer a question. He may never mislead. The truth always comes out in due diligence.
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