Making it work

Integration Strategy Support ensures good deals turn into great businesses

Merging two different entities is never easy. Whether you’ve just signed a deal or you’re halfway through merging operations, we work with you to align systems, people, and proposition – without losing momentum or clients.

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What this can look like

We’ve helped networks navigate integration challenges such as:

Aligning advice policy, culture, and proposition

Consolidating tech and streamlining operations

Creating a clear plan for adviser retention and team structures

Supporting comms and change management across both businesses

Avoiding delays, confusion, and adviser frustration after completion

We keep it simple for a reason

How we help networks

01. Designing realistic integration plans tailored to your business and deal

02. Creating clarity on who does what, when, and how

03. Supporting adviser transition and reducing post-deal churn

04. Helping leadership teams align on priorities, resource, and timelines

05. Offering practical input across compliance, operations, and communication

This support is typically used by Heads of M&A, COOs, and Integration Leads managing multiple moving parts.

Why it works

The best integrations balance structure with flexibility. We help you design practical plans that bring people, processes, and clients together without unnecessary disruption. By focusing on what really matters, we ensure the deal delivers its intended value - and creates a foundation for long-term success.

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Technical Consultation