Making it stick

Post-Deal Execution support that protects value and retains advisers

Once the ink dries, the real work begins. We help the new business operate effectively - keeping advisers aligned, clients reassured, and operations moving without disruption.

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What this can look like

We’ve helped networks and firms navigate critical post-deal challenges – like:

Retaining key advisers during a period of change

Supporting advice teams with new process adoption

Delivering a client communication plan that builds trust

Fixing mismatched systems and platform issues

Aligning service standards across newly merged firms

We keep it simple for a reason

How we help networks

01. Working with key teams to embed operational and advice frameworks

02. Supporting adviser communications and transition planning

03. Delivering post-deal training and handovers

04. Identifying sticking points before they escalate

05. Providing external oversight and impartial guidance

Focusing on the success of the new-look business after completion, we help Head of Ops, COOs and Advice Directors deliver value, retain advisers and clients, and ensure new structures and processes bed in smoothly.

Why it works

Signing the deal is only the beginning. The real challenge is protecting value, retaining clients, and keeping people engaged once change takes effect. We focus on embedding processes, aligning cultures, and providing support so the value of the deal is realised.

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Technical Consultation