Evergreen’s Post

Reflecting on a record-breaking year for Integrated Partners! From acquisitions to strategic partnerships, we've achieved unprecedented growth. Find out what's in store for 2024 in the latest recruitment roundup from Wealth Solutions Report. #Growth #Partnerships #Acquisitions

If you're a property management firm aiming to grow, bringing on new assets successfully is so important. But it's not just about landing the deal - you gotta execute the onboarding flawlessly too. I've seen some messy transitions that left new owners and tenants confused and frustrated. Let's avoid that here's how: Vet Deals Thoroughly - Conduct meticulous due diligence on the property's finances, operations, tenants, and market. Identify any red flags or big Capex needs. Negotiate Win-Wins - Structure terms favorable to the owner/seller but also realistic for your management. Avoid overpromising performance. Plan the Transition - Develop detailed 30/60/90 day gameplans for taking over the property. Identify personnel, process, and tech needs proactively. Communicate Clearly - Overcommunicate with current and incoming tenants on timelines and changes. Be transparent to minimize confusion. Onboard Efficiently - Have software, access credentials, vendors, and everything needed lined up for a smooth transition of management. The acquisition is only step one - flawless execution and onboarding is vital to deliver ROI. What lessons have you learned from onboarding new properties onto your management platform? Please share your insights! #propertymanagement #realestate #onboarding #portfoliogrowth #acquisitions #assetmanagement #multifamily #propertytransition #newproperty #portfoliostrategy #propertytakeover #duediligence #propertyonboarding #tenantrelations #propertymanager #realestateinvesting

Any investor or company that has gone through the acquisition process knows the amount of time and effort it takes to get to close. However, closing day is just the beginning. The integration of the newly acquired entity into the platform or parent company is crucial to recognize the full potential of the acquisition. Read more about the keys to a successful integration here: https://bit.ly/3GCHsAE

Having strategic partnerships and vendor agreements is crucial for the success of your institution. Although it might be tedious, it's essential to regularly review the specifics of each contract to determine if they align with your institution’s short- and long-term goals. This includes loyalty program contracts that provide important dates, program fees, and penalties that could result in significant losses if unmet. From tracking important contractual dates to considering long-term strategic plans like mergers and acquisitions, check out our checklist to ensure that all your contracts, including your loyalty program contract, sustainably support your goals. https://ow.ly/GJ4550QbFga

So many firms are involved in M&A discussions today. Whether you are the acquiree or acquirer, client experience should be a bigger part of the discussions. To find out why and how it might be done, check out this article by Chris Camara of INSIDE Public Accounting. She's gathered insights from Eric Gregg, Alyson Fieldman, Jade Reichling and me on making an acquisition a positive client experience. #AAMKT #CPAmarketing #CPAfirm #accountingandaccountants #CX #mergers ClearlyRated

Made it through the five stages of the transaction journey? Now, it’s time to consolidate operations! With proactive integration planning, you can unlock the added value your new owners or investors seek — while making the process as smooth and painless as possible for you and your team. #BusinessGrowth #IntegrationPlanning #TransactionAdvisory

Made it through the five stages of the transaction journey? Now, it’s time to consolidate operations! With proactive integration planning, you can unlock the added value your new owners or investors seek — while making the process as smooth and painless as possible for you and your team. #BusinessGrowth #IntegrationPlanning #TransactionAdvisory

Made it through the five stages of the transaction journey? Now, it’s time to consolidate operations! With proactive integration planning, you can unlock the added value your new owners or investors seek — while making the process as smooth and painless as possible for you and your team. #BusinessGrowth #IntegrationPlanning #TransactionAdvisory

Made it through the five stages of the transaction journey? Now, it’s time to consolidate operations! With proactive integration planning, you can unlock the added value your new owners or investors seek — while making the process as smooth and painless as possible for you and your team. #BusinessGrowth #IntegrationPlanning #TransactionAdvisory

Made it through the five stages of the transaction journey? Now, it’s time to consolidate operations! With proactive integration planning, you can unlock the added value your new owners or investors seek — while making the process as smooth and painless as possible for you and your team. #BusinessGrowth #IntegrationPlanning #TransactionAdvisory