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Staffing issues to consider when buying or selling an adviser business
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Keeping your staff on side through strategic change.
In the first of a series of interviews, Jess Wood, managing director of recruitment company Sandringham Wood, talks with Dawn Pearce-Herzberg, MD of Vines Row, the sale and aquisition broker.
This discussion focuses on the issues that adviser firms face around communication and retaining key staff when they are going through a period of strategic change – such as preparing for the sale or the purchase of a business.
Keep an eye out for more in this series of interviews in the weeks ahead.
Visit the Sandringham Wood website
Visit the Vines Row website
Timeline
3.12: When a company is contemplating a strategic change like the sale of the business, what should the business management consider when communicating this to staff?
5.30: What can advisers do to limit the rumour mill and not lose key staff?
7.29: In an acquisition, should you help staff that may not have the qualifications required by the acquiring firm?
10.16: If redundancies have to be made how should companies handle that process?
13.05: Dawn gives examples of good and bad handling of staff in the acquisition process.
16.19: Having had a bad experience, did it change your approach to the process of acquisition?
18.10: There are a number of rims offering broker-like services – how do advisers find a good firm to work with?
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