New Book for RIAs Offers Guide to Integrating Corporate Culture in Mergers and Acquisitions

SAN RAFAEL, California, July 19, 2021 / PRNewswire / – Private Ocean is proud to announce that Greg Friedman, CEO and founder, and Cynthia greenfield, Chief Experience Officer, have published their latest book, Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors, now available on Palgrave.com and Amazon.com.

“While all businesses are unique, there are common elements to successfully bringing businesses together culturally, which in turn impacts the success of the business,” said Greg Friedman. “We are extremely honored to share our experiences and hopefully offer advice to companies who are considering, in the middle or beyond the early stages of a merger or acquisition.”

“Our goal with this book was to help consulting firms navigate their work culture journey, and this applies through merger and acquisition activity or otherwise,” added Cynthia greenfield. “Through this process, we wanted to show that with change setbacks are inevitable and that staying focused on culture is the key to progress. Success is always possible with determination, persistence and patience.

In Embedding Culture in Successful RIA Mergers and Acquisitions, Friedman and Greenfield share their plan to achieve and maintain a successful and positive work culture, tackling head-on any obstacles that may arise during a merger and acquisition event between two registered investment advisory firms and offer solutions based on real world experiences. This book also shows the evolution of a more than $ 2 billion consulting firm over a decade and offers real stories of obstacles, adjustments and victories along the way.

The integration of culture into successful RIA mergers and acquisitions is available now. For more information, follow Private Ocean on twitter @ _privateocean and visit privateocean.com.

About the authors:

Greg Friedman is an innovator and advocate of excellent wealth management. He is the co-founder and CEO of Private Ocean, one of the West Coast’s premier wealth management companies. He is also the former co-founder of Junxure, an industry leading CRM for advisors. Investment advisor magazine named him as one of its top 25 most influential financial advisors in 2008, 2009 and 2010. In 2008, Financial Planning Magazine included Friedman in his elite list of financial “movers and shakers”. In 2007, Charles Schwab awarded him its prestigious IMPACT Award® for “Best of Technology”. Greg has also been recognized in InvestmentNews2017 Class of icons and innovators for their contribution to the advancement of the financial advisory profession and for devising new ideas and tools that have propelled the industry forward. In 2018, Greg was named CEO of the Year at the WealthManagement.com Industry Awards. He is the author of additional books for financial advisers; Advisory Leadership: Using the Seven Steps of Cultivating the Heart to Create Lasting Success for Any Wealth Management Business and The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond.

Cynthia greenfield is a leadership coach and owner of the consulting firm, in the Momentum, and also Chief Experience Officer at Private Ocean Wealth Management. She brings 15 years of experience working with leaders and teams across finance, technology and academia, helping companies develop strategies that strengthen relationships and create organizational growth during disruption and transitions resulting from a merger. , an acquisition, a change of direction, or an expansion.

About Private Ocean

Private Ocean is a west coast-based wealth management firm, purposefully structured to provide clients with the intimate experience of a small business while harnessing the power, depth and discipline of a larger one. Formed in 2009, Private Ocean (www.privateocean.com) has locations in San Francisco, San Rafael and Seattle.

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SOURCE Private Ocean Wealth Management