Most buyers overinvest in the acquisition process and underinvest in what really matters – integration. This episode of Earmark Podcast dives deep into the critical post-acquisition phase of firm mergers.
Michael Ly and Ashley Rhoden share their hard-earned lessons from both successful and failed firm integrations, covering:
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Creating a comprehensive 100-day integration plan that begins during due diligence
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Why keeping key employees is vital to client retention
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How to effectively communicate changes to minimize disruption
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Choosing between full roll-up vs. platform integration approaches
Whether you’re considering buying a firm or in the middle of an integration, this practical roadmap will help you navigate the complexities that come after the deal closes.
Bonus: You can earn free CPE for listening!
Listen here: https://podcast.earmarkcpe.com/90
