Integrating acquisitions: Best practices for a smooth transition
Learn how to integrate new assets, streamline operations, and manage change effectively. Perfect for professionals looking to ensure seamless mergers and acquisitions for long-term success.
- 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
Learning in our virtual classroom provides the perfect balance of convenience and engagement. You can join a focused session led by an expert trainer from wherever you feel most comfortable, eliminating the need for travel.
The format mirrors the quality of face-to-face training while allowing real-time interaction with the trainer and other participants, creating an interactive and dynamic learning experience.
With clear guidelines like muting microphones when not speaking and keeping cameras on, the sessions remain professional, collaborative, and distraction-free.
This course is also available as in-house training in your office for groups of five to 20 people. This is an extremely cost-effective way of training larger groups. You just need to provide the coffee and the venue and we'll provide our highly experienced trainers and the course materials.
Explore your options
To discuss your requirements and to get a quote call the courses team on 01926 417 792 or email [email protected].
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