@article{1434958,
      author = {Friedman, Greg. and Greenfield, Cynthia,},
      url = {http://library.usi.edu/record/1434958},
      title = {Integrating culture in successful RIA mergers and  acquisitions : the guide for financial advisors /},
      publisher = {Palgrave Macmillan,},
      abstract = {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},
      doi = {https://doi.org/10.1007/978-3-030-62444-6},
      recid = {1434958},
      pages = {1 online resource},
      address = {Cham :},
      year = {2021},
}