Advisory Team Integration Strategies | Part 2
Thursday, June 23, 2016 | 7:15 AM – 9:00 AM
Babson College, Olin Hall, Wellesley, MA
A 5-Step Integration Plan to Get Ready For a Transaction | Register Now!
Facilitated by Rudi Scheiber-Kurtz, Next Stage Solutions, Inc.
In the first part of this process, we discussed how to best engage our clients in the conversation of always thinking ahead and why that is vital for their future success. Participants are raving about the first event that took place in May, so don’t miss out on our second. This unique format let’s you participate and share your expertise in the integration process as well as learn from others’ sitting at the table.
For the second part, we will focus on the integration piece to readiness. How can your client avoid pitfalls and roadblocks costing both time and money and more often lead to losing the deal? Having your ducks all lined up will pay off when your client begins the process of succession or selling. We will consider the 5-step integration plan and how to prepare best our clients.
Bring your ideas and suggestions and join us in this roundtable discussion among advisors highlighting collaboration, enhanced value and client leverage. Each advisor will hear other advisor’s perspectives on the whole business transition/transaction process, and be able to present their own. The goal is to help educate all of us and open our thinking on collaboration and the benefits it brings to us individually and to our clients.
7:15 – 8:00 AM Full Breakfast & Networking
8:00 – 9:00 AM Program