M&A: Post Deal Integration & Client Retention

July 21, 2022
02:00pm-03:00pm EDT
At Your Desk, GoToWebinar!

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.

Join SN’s AE Advisory experts Jeff Adams, Kate, Allen, and Brad Wilson for their upcoming webinar to help firms realize the value and maximize the future potential of their merged entities. Our focus will be 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

For more information regarding refund, concerns, and program cancellation policies, please contact snmarketing@stambaughness.com.

CPE: 1 NASBA CPE

Prerequisites: None
Advanced Prep: None
Credit Type: Business Management & Organization
Program Level: Basic
Delivery Method: Group-Live presented online due to COVID19