Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors / Greg Friedman, Cynthia Greenfield.
Friedman, Greg.; Greenfield, Cynthia, author.
2021
HD58.8
Available Online

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Title Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors / Greg Friedman, Cynthia Greenfield.
Author Friedman, Greg.
ISBN 9783030624446 (electronic bk.)
3030624447 (electronic bk.)
3030624439
9783030624439
DOI https://doi.org/10.1007/978-3-030-62444-6
Imprint Cham : Palgrave Macmillan, 2021.
Language English
Description 1 online resource
Other Standard Identifiers 10.1007/978-3-030-62444-6 doi
Call Number HD58.8
Dewey Decimal Classification 658.4/06
Summary With organic growth becoming more and more elusive, Mergers and Acquisition (M & A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with a strong second quarter that saw 33 deals for a total of 65 for the first six months, according to the DeVoe & Co. Deal Book. While M & As may seem like "easy" growth for firms, the only easy part may be signing on the dotted line. Maintaining success by merging two firms hinges on a handful of key factors, and one of them is the careful integration of culture. In Integrating Culture in Successful RIA Mergers and Acquisitions, Greg Friedman, a veteran financial advisor, and Cynthia Greenfield, a leadership and change management coach, share their blueprint for achieving and maintaining a successful, positive work culture, tackling head-on the obstacles that may appear during an M & A event, and offering solutions based on real-world experiences. This book will show the evolution of a $2B RIA over the course of 10 years, and pull back the covers with real stories of obstacles, adjustments, and victories along the way
Bibliography, etc. Note Includes bibliographical references and index.
Access Note Access limited to authorized users.
Digital File Characteristics text file
PDF
Added Author Greenfield, Cynthia, author.
Available in Other Form Integrating culture in successful RIA mergers and acquisitions.
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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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