Watch Our Webinar 

Finding the right firm to sell to or buy is a high stakes decision and a challenge for many RIA principals. Firm culture is critical component to the success of a deal. Firm integration impacts the profitability for all parties.  Beverly Flaxington, Co-Founder of The Collaborative, share her insights and process on how to identify a strong culture fit and integrate two firms.

In this webinar you will learn:

• The criteria to assess and understand a firm’s culture
• How to ready your staff for the changes ahead
• The essentials for retaining the clients through the sale

As a bestselling author, international Keynote speaker, and college professor, Beverly brings a distinctive and actionable perspective for business growth and success. This is a must attend webinar for buyers, sellers and mergers!