How to integrate an acquisition

An acquisition is only successful if the integration is planned and managed well. This course will go through what the first 100 days should look like.

Topics

Planning for integration – pre completion
What does a 100 day plan look like?
TUPE—what is this and how to ensure you do it right
What is an effective communication plan?
How to transfer client money and bank
Effective data migration
Contract novation
How to track the retention of the portfolio

Virtual classroom vs face-to-face

Our popular virtual classroom offers a streamlined version of our face-to-face courses. You will benefit from a dedicated session with our expert trainer from the comfort of your home or office. To enable the course to run smoothly, we ask that you mute your microphone unless asking a question and keep your camera on.

With our face-to-face courses you’ll benefit from the full lesson plan plus an increased level of interaction and group work. This is your chance to participate in group discussions with our expert trainer and other delegates on the course.

Location: Propertymark Westminster, 4th Floor, 5-8 The Sanctuary, London, SW1P 3JS