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001434958 001__ 1434958
001434958 003__ OCoLC
001434958 005__ 20230309003828.0
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001434958 019__ $$a1243543815$$a1244120009$$a1244628515$$a1245664983
001434958 020__ $$a9783030624446$$q(electronic bk.)
001434958 020__ $$a3030624447$$q(electronic bk.)
001434958 020__ $$z3030624439
001434958 020__ $$z9783030624439
001434958 0247_ $$a10.1007/978-3-030-62444-6$$2doi
001434958 035__ $$aSP(OCoLC)1242407722
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001434958 049__ $$aISEA
001434958 050_4 $$aHD58.8
001434958 08204 $$a658.4/06$$223
001434958 1001_ $$aFriedman, Greg.
001434958 24510 $$aIntegrating culture in successful RIA mergers and acquisitions :$$bthe guide for financial advisors /$$cGreg Friedman, Cynthia Greenfield.
001434958 260__ $$aCham :$$bPalgrave Macmillan,$$c2021.
001434958 300__ $$a1 online resource
001434958 336__ $$atext$$btxt$$2rdacontent
001434958 337__ $$acomputer$$bc$$2rdamedia
001434958 338__ $$aonline resource$$bcr$$2rdacarrier
001434958 347__ $$atext file
001434958 347__ $$bPDF
001434958 504__ $$aIncludes bibliographical references and index.
001434958 5050_ $$aChapter 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.
001434958 506__ $$aAccess limited to authorized users.
001434958 520__ $$aWith 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
001434958 650_0 $$aOrganizational change$$xManagement.
001434958 650_0 $$aConsolidation and merger of corporations.
001434958 650_0 $$aOrganizational change.
001434958 650_6 $$aChangement organisationnel.
001434958 650_6 $$aEntreprises$$xFusion.
001434958 655_0 $$aElectronic books.
001434958 7001_ $$aGreenfield, Cynthia,$$eauthor.
001434958 77608 $$iPrint version:$$aFriedman, Greg.$$tIntegrating culture in successful RIA mergers and acquisitions.$$dCham : Palgrave Macmillan, 2021$$z3030624439$$z9783030624439$$w(OCoLC)1197847189
001434958 852__ $$bebk
001434958 85640 $$3Springer Nature$$uhttps://univsouthin.idm.oclc.org/login?url=https://link.springer.com/10.1007/978-3-030-62444-6$$zOnline Access$$91397441.1
001434958 909CO $$ooai:library.usi.edu:1434958$$pGLOBAL_SET
001434958 980__ $$aBIB
001434958 980__ $$aEBOOK
001434958 982__ $$aEbook
001434958 983__ $$aOnline
001434958 994__ $$a92$$bISE