Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors

Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors / Greg Friedman, Cynthia Greenfield.

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 dea...

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Bibliographic Details
Main Authors: Friedman, Greg, Greenfield, Cynthia (Author)
Format: eBook
Language:English
Published: Cham : Palgrave Macmillan, 2021.
Subjects:
Organizational change > Management.
Consolidation and merger of corporations.
Organizational change.
Organizational change
Consolidation and merger of corporations
Organizational change > Management
Online Access:Click for online access
Table of Contents:
  • 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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