You’ve closed the deal, now what?! Growth by merger or acquisition is an effective strategy to add tens or hundreds of millions in new AUM overnight, but being successful means keeping the clients and assets. The final session in the series focuses on the transition plans used by successful buyers, both pre-close and post-close.
- When to start discussing the plan
- Common roles and compensation plans for sellers post-sale
- How and when to tell the staff (for both buyer AND seller)
- Sample client communication plan and pitfalls to avoid
› Client segmentation
› Communication plan and sample letters/scripts
The final session in the series concludes with a focus on how to create referral opportunities to find the next deal.