Description
Many firm leaders express a desire to become a legacy firm – right up until they suddenly merge into a larger firm. What happens to change their minds? And is remaining independent a viable option for your firm? Or should you start making plans to get the most value possible in a merger? Join Sam for an in-depth discussion of the upsides and downsides of making independence a top priority. He’ll discuss what needs to be in place to remain independent or make yourself ready for merger in key firm areas –bench strength, service offerings, business development, technology, client service and culture.
After completing this course, participants will be able to:
⦁ Understand the nature of mergers in the industry today
⦁ Identify the seven keys to remaining independent
⦁ Implement necessary changes to position the firm for the future its partners want to foster