Mergers: Make it happen … but plan ahead and keep going to produce the results you hoped for.
Good to see
this useful group of expertise (ALFMA) coming together
to help firms get the strategy and process of making the merger happen, work as effectively as possible.
WELL BEFORE the deal is done though
, talk to people like us too about the practicalities of producing results from the business you want to create. For example, we have tools to help you research your proposed merger partner’s client base before then, so you know the true state of the relationships you think you are getting into.
Make plans early for
the right IT and approach to maximising client and business partner relationships from DAY 1 in the new business to avoid the drift that often occurs when everyone heaves a sigh of relief when the deal is done.