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