Next Steps and Growing Forward Together

  • Greg Friedman
  • Shaun Kapusinski


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.

Copyright information

© The Author(s) 2018

Authors and Affiliations

  1. 1.Private OceanSan RafaelUSA
  2. 2.HIFON LLCWadsworthUSA

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