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000857558 020__ $$a9783030000035$$q(electronic book)
000857558 020__ $$a3030000036$$q(electronic book)
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000857558 08204 $$a658.1/62$$223
000857558 1001_ $$aFriedman, Greg H.$$c(Businessman),$$eauthor.
000857558 24514 $$aThe financial advisor M&A guidebook :$$bbest practices, tools, and resources for technology integration and beyond /$$cGreg Friedman, Shaun Kapusinski.
000857558 264_1 $$aBasingstoke, Hampshire :$$bPalgrave Macmillan,$$c2018.
000857558 300__ $$a1 online resource :$$billustrations
000857558 336__ $$atext$$btxt$$2rdacontent
000857558 337__ $$acomputer$$bc$$2rdamedia
000857558 338__ $$aonline resource$$bcr$$2rdacarrier
000857558 5050_ $$aIntro; Foreword; Preface; Acknowledgements; Disclosures; Contents; About the Authors; List of Tables; 1 The M&A Landscape and Technology's Role; Broken Records: The Current M&A Landscape; Technology: A Key Component of M 2 Aligning Your Technology Strategy; Communication: Your Most Powerful Tool; Breaking the Ice; Initial Cultural Considerations; How Size Matters: Big Fish vs. Little Fish; The Role of Operations; People, Processes, and Technology; People; Who's in Charge Here?; Process; Technology; Friedman's 5: The Tech Integration Players; Wildcards: Expecting the Unexpected
000857558 5058_ $$aGood, Old Fashioned Human NatureShort-Sightedness; Subsets and Silos; Mavericks; Toxic Employees; Distractions, Delays and Discouragement; Flexibility; Capacity; There Are No Shortcuts; Key Takeaways; Greg's Final Word; 3 Setting Your Integration Timeline; Leading the Charge; Events to Help Shape Your Timeline; Six Key Milestones of Tech Integration; Putting It Together; Why Timing Matters; Two Steps Back, One Step Forward; Key Takeaways; Greg's Final Word; 4 Inventory and Assessment: How Your Technology Stacks Up; How Involved Should You Be?; Operations at the Helm; Who's Involved?
000857558 5058_ $$aAn Outside PerspectiveCreating an Inventory; Project Planning; Taking an Inventory; Assessing the Technology; Make an Outline; A Step Past Tech; Reality Check; Change Management During Assessment; Wildcards: Avoiding the Snags; You're Short on Time; Your Counterparts Aren't Available Enough; You Can't Come to an Agreement; Key Takeaways; Greg's Final Word; 5 Getting Started with Implementation; Leadership Through Organization; Project Management; Managing Timelines; There Are No Perfect Recipes; Jumping In, Feet First; Start to Meet Internally; Systems Integration
000857558 5058_ $$aStart with Your Vendors and CustodiansSurvey of All Systems; Necessary Hardware; Critical Systems; Other Important Software; Ancillary Software; The Company Website; How Do You Decide What System to Use and When to Begin Using It?; Functionality, Support, Maintenance, and Cost; Do We Want One System ASAP?; Executing the Integration Plan; Triage; Current Projects; Custodial Involvement; Coordinating a Comprehensive Implementation Plan; Policy and Procedure Integration; Open Communication About Upcoming Changes; A Real-Life Example of Policy and Procedures Integration Challenges
000857558 5058_ $$aCulture IntegrationConnect on a Personal Level First; From the Start, Spend Time Together; A Real-Life Example of Cultural Integration Challenges; Takeaways from This Example; Wild Cards; What If You Can't Come to an Agreement on a Particular System or Procedure?; What If You Get More Time with the New Advisors (the "Higher-Ups") Than the New Operations and Technology People?; What If You Don't Have Specialized Tech Point-Person?; Ongoing Projects or Everything Else Already in Motion; Time for a Tech Cleanup?; Other Matters to Consider; Real-Life Examples; Key Takeaways; Greg's Final Word
000857558 506__ $$aAccess limited to authorized users.
000857558 588__ $$aDescription based on print version record.
000857558 650_0 $$aConsolidation and merger of corporations.
000857558 650_0 $$aBusiness enterprises$$xFinance.
000857558 7001_ $$aKapusinski, Shaun,$$eauthor.
000857558 77608 $$iPrint version:$$aFriedman, Greg H. (Businessman).$$tFinancial advisor M&A guidebook.$$dBasingstoke, Hampshire : Palgrave Macmillan, 2018$$z9783030000028$$w(OCoLC)1079353292
000857558 852__ $$bebk
000857558 85640 $$3SpringerLink$$uhttps://univsouthin.idm.oclc.org/login?url=http://link.springer.com/10.1007/978-3-030-00003-5$$zOnline Access$$91397441.1
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000857558 980__ $$aEBOOK
000857558 980__ $$aBIB
000857558 982__ $$aEbook
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