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Integrating Culture in Successful RIA Mergers and Acquisitions
- The Guide for Financial Advisors
Engelsk
Bogcover for Integrating Culture in Successful RIA Mergers and Acquisitions af Cynthia Greenfield, Greg Friedman, 9783030624460
Specifikationer
Sprog:
Engelsk
Sider:
128
ISBN-13:
9783030624460
Indbinding:
Paperback
ISBN-10:
3030624463
Udg. Dato:
18 mar 2022
Størrelse i cm:
23,5 x 15,5
Oplagsdato:
18 mar 2022

Integrating Culture in Successful RIA Mergers and Acquisitions

- The Guide for Financial Advisors
Engelsk
Paperback 2022
Format:

Bog beskrivelse

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. 

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Specifikationer
Sprog:
Engelsk
Sider:
128
ISBN-13:
9783030624460
Indbinding:
Paperback
ISBN-10:
3030624463
Udg. Dato:
18 mar 2022
Størrelse i cm:
23,5 x 15,5
Oplagsdato:
18 mar 2022
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