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.
| Autorius: | Cynthia Greenfield, Greg Friedman, |
| Leidėjas: | Springer Nature Switzerland |
| Išleidimo metai: | 2022 |
| Knygos puslapių skaičius: | 152 |
| ISBN-10: | 3030624463 |
| ISBN-13: | 9783030624460 |
| Formatas: | Knyga minkštu viršeliu |
| Kalba: | Anglų |
| Žanras: | Finance and the finance industry |
Parašykite atsiliepimą apie „Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors“
