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Next Steps and Growing Forward Together

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Abstract

Success today does not ensure success tomorrow. Once you have completed a merger or acquisition and integrated technology for the new firm, what’s next? This final chapter lays out realistic expectations for moving forward, with final tips, lessons, and experiences to help advisors feel confident that they are educated on the best steps to take toward executing a merger or acquisition.

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Notes

  1. 1.

    Kitces, M. (2014) What Are The Key Performance Indicators (KPIs) for Your Financial Planning Firm? Kitces.com. Accessed 1 August 2018.

  2. 2.

    Podesta, C. (2010) 10 Ways to Stand Out From The Crowd. Triple Nickel Press, Bloomington, IN.

  3. 3.

    Johnson, S. (1998) Who Moved My Cheese? An Amazing Way to Deal with Change in Your Work and in Your Life. G.P. Putnam’s Sons, New York.

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Correspondence to Greg Friedman .

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Friedman, G., Kapusinski, S. (2018). Next Steps and Growing Forward Together. In: The Financial Advisor M&A Guidebook . Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-030-00003-5_7

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  • DOI: https://doi.org/10.1007/978-3-030-00003-5_7

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  • Publisher Name: Palgrave Macmillan, Cham

  • Print ISBN: 978-3-030-00002-8

  • Online ISBN: 978-3-030-00003-5

  • eBook Packages: Economics and FinanceEconomics and Finance (R0)

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