M&A Diagnostic

M&A 4x4

REVENUE LIFECYCLE SYNERGY CAPTURE

Turn your M&A integration challenges into positive P&L

A one-day diagnostic that scores the revenue lifecycle of an acquired RIA, prices the billing gap household by household, and delivers a sequenced revenue lifecycle integration plan you can start at the point of signing the LOI.

BOOK THE DIAGNOSTIC

PART 1: SCORE THE REVENUE LIFECYCLE GAP

Sixteen dimensions and one gap map

We move the acquired book onto the acquirer schedule and size the conversion gap, so the revenue opportunities case rests on a realistic number and a set of client account integration actions during the transition period.

PART 2: QUANTIFY OPPORTUNITIES

Prioritized client account transition steps

We move the acquired book onto the acquirer schedule and size the conversion gap, so the revenue opportunities case rests on a realistic number and a set of client account integration actions during the transition period.

PART 3: DELIVER FULL ACTION PLAN

Detailed convergence and synergy plan

Prioritized, synergy-sized 4x4 gaps and billing convergence steps from Part 1 and 2 are rolled into prioritized and timed revenue lifecycle integration plan. Quick wins run first, and the long builds start early.

NEXT STEPS

Start with the one-day diagnostic.

You leave with the scored 4x4 grid, details of client transition opportunities and the sequenced integration roadmap. If you decide to continue, we bring our full team of operators and trusted partners to help you plan and execute your M&A integration and wealth platform build and deliver ROI.