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Integrating Culture in Successful RIA Mergers and Acquisitions = The Guide for Financial Advisors /

紀錄類型:	書目-語言資料,印刷品 : Monograph/item
正題名/作者:	Integrating Culture in Successful RIA Mergers and Acquisitions/ by Greg Friedman, Cynthia Greenfield.
其他題名:	The Guide for Financial Advisors /
作者:	Friedman, Greg.
其他作者:	Greenfield, Cynthia.
面頁冊數:	XXIV, 128 p. 6 illus.online resource. :
Contained By:	Springer Nature eBook
標題:	Finance, general. -
電子資源:	https://doi.org/10.1007/978-3-030-62444-6
ISBN:	9783030624446

Integrating Culture in Successful RIA Mergers and Acquisitions = The Guide for Financial Advisors /
Friedman, Greg.

Integrating Culture in Successful RIA Mergers and AcquisitionsThe Guide for Financial Advisors /[electronic resource] :by Greg Friedman, Cynthia Greenfield. - 1st ed. 2021. - XXIV, 128 p. 6 illus.online resource.

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.

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. .

ISBN: 9783030624446

Standard No.: 10.1007/978-3-030-62444-6doiSubjects--Topical Terms:

1069041
Finance, general.

LC Class. No.: HG1616.M3

Dewey Class. No.: 332.17

Integrating Culture in Successful RIA Mergers and Acquisitions = The Guide for Financial Advisors /
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