Protecting Client Relationships During the M&A Transaction

Today’s Legally Speaking: Broker-dealer and Investment Adviser Industry Insights vlog features attorney John Muhs and the topic of protecting client relationships during the sale or acquisition of an investment advisory or broker-dealer practice. As a member of the firm’s Funds and Investments Industry Group and the Mergers and Acquisitions Practice Group, John specializes in advising financial service professionals on navigating the sale of their businesses. In today’s video, John outlines some key tips for advisers to help retain clients during the transition and mitigate the risk of attrition. We use our understanding of the industry not only to negotiate efficiently and provide you with cogent advice on the terms of your deal, but also to help you develop a comprehensive plan for communicating internally and externally regarding the transition, aimed at avoiding client loss. Contact John to learn more about how Warner can add value to a transaction as your trusted counsel.