Integrating Culture in Successful RIA Mergers and Acquisitions

Integrating Culture in Successful RIA Mergers and Acquisitions

The Guide for Financial Advisors

Friedman, Greg; Greenfield, Cynthia

Springer Nature Switzerland AG

03/2022

128

Mole

Inglês

9783030624460

15 a 20 dias

244

Descrição não disponível.
Chapter 1: Understanding and Succeeding at Change Management.- Chapter 2: Self-Assessment and Five Steps to Identifying Your Ideal Work Culture.- Chapter 3: First Impressions - Initial Discovery.- Chapter 4: Coming Face to Face: Expanding the Circle.- Chapter 5: Bringing it Together - Kicking off Cultural Integration.- Chapter 6: Timelines and Blueprints: Nurturing Your Integrated Culture.- Chapter 7: Repeating the Cycle, and Applying Lessons Learned.- Chapter 8: Preserving Culture During Extraordinary Times.
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M&A company culture;Merging corporate cultures;Integrating company cultures;RIA culture and M&A;Cultural integration issues;Integrating company cultures after a merger or acquisition;Post-merger considerations;Financial advisor M&A;M&A deals for RIAs;Why mergers fail;Cross Cultural Issues;Change Management