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Bringing It Together—Kicking Off Cultural Integration

In: Integrating Culture in Successful RIA Mergers and Acquisitions

Author

Listed:
  • Greg Friedman

    (Private Ocean)

  • Cynthia Greenfield

    (Private Ocean)

Abstract

At this stage, your integration plan has already been set into motion. It began with those first introductory meetings and really kicked in once you started to introduce more of your people to the fold. By now, you’re ready to take that next step toward a “Go Live”—or the date you officially merge and announce yourselves as one team. The details that go into that launch are delicate and complex, and though it is an exciting time, the actual experience can uncover cultural issues as the dust settles and people start really working together.

Suggested Citation

  • Greg Friedman & Cynthia Greenfield, 2021. "Bringing It Together—Kicking Off Cultural Integration," Springer Books, in: Integrating Culture in Successful RIA Mergers and Acquisitions, chapter 5, pages 53-72, Springer.
    • Handle: RePEc:spr:sprchp:978-3-030-62444-6_5
    DOI: 10.1007/978-3-030-62444-6_5
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