M&A Integration Strategies for Accounting and Advisory Firms
Are you capturing the real value of M&A Integration?
We have the experts to help you with M&A Integration
MergeAssist helps accounting and financial advisory firms navigate the complexities of Merger, Acquisition and Demerger restructuring and performance, both before and after the deal. We provide direct support in relation to team integration, client transition, technology integration, services development, workflow management, strategic direction and project management. Our specialist advisors will steer you through the transition with a calm and steady approach to maintain continuity and maximise value.
Disruption during M&A can have a significant effect on your people. When there’s uncertainty about roles and responsibities, motivation and engagement declines. To avoid lost productivity, it’s essential to establish a formal process for transition of staff to the exciting new environment.
To get true value from the deal, client transition needs to be managed in a way that minimises disruption to relationships and maximises opportunities to add value. A formal transition program will quickly engage incoming clients and identify all those ‘hot spots’ that need quick attention.
Integration of hardware and software systems is essential for effective leverage of client relationships and workflow. A formal IT audit will help to identify the key steps and priorities for integration and put in place an implementation plan that incorporates both technology and training.
Key immediate benefits of workflow evaluation, streamlining and integration to help maximise capacity and leverage are often neglected during the transition process. Our analytical tools will quickly help identify how you can simplify and integrate workflow processes to improve throughput and minimise disruption.
A clearly devised and articulated strategy around ‘pre’ and ‘post’ Mergers, Demergers and Acquisitions provides clarify and direction for all stakeholders. It’s essential to overcome the emotional barriers associated with previous culture, systems and processes and move forward positively.
No matter how well you plan, challenges and issues will always arise following M&A. Through our Integration Management Office and M&A Mentor Program, we’ll support you in making informed decisions at every stage of the Firm’s direction – a precise implementation of a Merger, Demerger or Acquisition.