The Financial Advisor M&A Guidebook Best Practices, Tools, and Resources for Technology Integration and Beyond /

With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space - 168 transactions, or a 22% growth over 2016. Aside from a...

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Bibliographische Detailangaben
1. Verfasser: Friedman, Greg (VerfasserIn)
Format: Elektronisch E-Book
Sprache:Englisch
Veröffentlicht: Cham : Springer International Publishing, 2018.
Ausgabe:1st ed. 2018.
Schlagworte:
Finance.
Bank marketing.
Corporations-Finance.
Management.
Industrial management.
ISBN:9783030000035
Online-Zugang: Volltext
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Inhaltsangabe:
  • 1. The M&A Landscape and Technology's Role
  • 2. Aligning Your Technology Strategy
  • 3. Setting Your Integration Timeline
  • 4. Inventory and Assessment- How Your Technology Stacks Up
  • 5. Getting Started with Implementation
  • 6. Rollout and Adoption
  • 7. Next Steps and Growing Forward Together.

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