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Lori Van Dusen Featured in Barron’s Independent Summit Panel

March 30, 2021

On Thursday, March 25, 2021, Lori Van Dusen, CIMA, CEO and Founder of LVW Advisors, was featured on the panel session “Inside the Deal: Analyzing Acquisitions,” as part of the Barron’s Independent Summit.

In the session, Lori focused on the importance of evaluating mergers and acquisitions based on culture and not just the projected financial benefits. She shared her experience merging with Joseph Zappia, CIMA, because his business complimented what LVW was already doing and his employees were a strong cultural fit. She also shared how a previous merger did not survive due to cultural conflict.

Read more about the Barron’s Independent Summit here >


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