Buyer-Seller Alignment:
What to Set Before Onboarding

What breaks a deal after the paperwork is signed isn’t the numbers, it’s misalignment no one talked about. In this video, Alicia Chandler, President of Oak Street Funding, breaks down the key areas buyers and sellers need to align on before onboarding, including: 

• The expectations both sides should define upfront and where alignment tends to fall apart first 

• How to define success beyond financial results and the difficult conversations needed early on 

• How to align team and staff expectations to create a smoother, more structured transition

If you want smoother integrations and fewer surprises, this breakdown highlights the most overlooked alignment steps that can make or break everything.