Titlebook: Integrating Culture in Successful RIA Mergers and Acquisitions; The Guide for Financ Greg Friedman,Cynthia Greenfield Book 2021 The Editor(

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,First Impressions—Initial Discovery,s and approaches to operations. The third stage occurs after the deal is complete (or near complete), and it involves early collaboration between teams and the start of employee interviews. The last stage involves implementing the processes you’ve created and working together as a new, integrated team.

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Coming Face to Face: Expanding the Circle,diligence. At this point, how confident you are in moving forward may vary on a number of factors that are unique in every situation. One thing that does not vary, however, is that you’ll start having a series of scheduled phone calls and meetings to learn more about how you will align to achieve yo

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,Bringing It Together—Kicking Off Cultural Integration,tarted to introduce more of your people to the fold. By now, you’re ready to take that next step toward a “Go Live”—or the date you officially merge and announce yourselves as one team. The details that go into that launch are delicate and complex, and though it is an exciting time, the actual exper

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Preserving Culture During Extraordinary Times, significantly, recovered, and then climbed the “wall of worry” to the confusion of many. Cities across the country went into almost complete lockdown with shelter-in-place restrictions. Travel and tourism stalled and businesses were forced to close its doors. Life as we knew it had suddenly ceased,