How to Align Firm Culture and Integration in an M&A

Mary Ann Buchanan | IRIS, January 2018

Summary: In our recent webinar, ‘M&A Success Drivers: How to Align Firm Culture and Integration’ we were privileged to have Beverly Flaxington, co-founder of The Collaborative, to share her insights and process on how to identify a strong culture fit and then integrate two firms.

Finding the right firm to sell to or buy is a high stakes decision and a challenge for many RIAs. Firm culture is a critical component to the success of a deal. Firm integration impacts the profitability for all parties."

Mary Ann Buchanan, Founder and CEO, RIA Match

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