Webinars

Loading gif

Guide to M&A: Leveraging Technology for Increased Efficiency

Mergers and acquisitions are a mainstay within today’s successful firm business model. The key to a successful M&A is to have a clear idea of the most important factors and a clearly defined strategy in place for how to best address these factors.

Technology is at the top of this list, and after talent, is the single largest investment that firms can make. Technology integration is also the biggest challenge experienced by firms during the M&A process. Consistent adoption of leading solutions can greatly increase productivity firm wide and workflow automation is at the heart of a highly efficient practice.

Watch the recording of this webinar to learn about the 5 keys factors for a successful M&A:

  • Leadership and Management
  • Technology
  • Process
  • Talent & Culture
  • Client Development

 
Speakers:

JIM BOOMER
CEO at Boomer Consulting, Inc.

MIKE SABBATIS
COO of XCM Solutions

 
Loading gif