"I Do," and Other Things to Say After an M&A

When mergers, acquisitions, or succession plans are discussed, there’s talk of executives, lawyers and accountants performing due diligence to determine the business valuation and payout structure. Often the last detail to consider may be the most important: What to tell your clients. Managing the communication efforts consumes more time that you may anticipate. There are internal team members, external stakeholders, clients and the press. Where asset retention is the name of the game, advisors and their teams must focus and rally around the most important audience – the client. This session addresses the best practices for dealing with the press, your clients and your teams, along with some real-life examples of how to avoid potential missteps.