Finding the right firm and acquiring it is just one the first part of the journey. Ensuring it's actually the fit you hoped it would be, along with managing the integration and the culture change piece, which is often very underestimated, is key to ensure the acquisition of another firm is successful beyond the point of signing on the dotted line.
Due to having the widest possible range of services and understanding advice firms from every angle, we are able to provide support at every stage of this process.
One of the biggest differences we noticed with Verve was their approach. With most compliance providers, you send off your files, and they come back with a list of actions you have to complete before reporting back to them. It can feel like a one-way process.
Get in touch to learn more and chat with our experts about how we can best support you and your firm.
GET IN TOUCH