AE M&A: Post Deal Integration & Client Retention

During a merger or acquisition, significant time and resources are dedicated to the pre-deal responsibilities. However, post-deal is a critically important time that can be a determining factor in deal success.

SN’s AE Advisory experts, Jeff Adams, Kate Allen, and Brad Wilson, help firms realize the value and maximize the future potential of their merged entities. The focus is on how to establish a connection between a well-planned internal communication/integration strategy and successful client retention.

During this webinar, you’ll learn how to:

• Anticipate challenges that the employees of a seller (and buyer) will experience
• Maximize client retention by focusing on employee retention
• Identify key considerations in your integration plan

You will be directed to our SPI platform; simply click Enroll to sign in. New users: click the Register link at the bottom of the pop-up for instant access.