000			01903nam a22002177a 4500
999			_c2887 _d2887
005			20220716162508.0
008			220716b ||||| |||| 00| 0 eng d
020			_a9783030624439
082			_a658.406 _bFRI
100			_aFriedman, Greg _97662
245			_aIntegrating culture in successful RIA mergers and acquisitions: the guide for financial advisors
260			_bPalgrave Macmillan _aSwitzerland _c2021
300			_axix, 128 p.
365			_aEURO _b49.99
520			_aAbout this book 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.
650			_aOrganizational change--Management _91448
650			_aConsolidation and merger of corporations _95212
650			_aBank marketing _97512
700			_aGreenfield, Cynthia _97663
942			_2ddc _cBK