We talked with Verity about:How firms can prepare for M&A by modernizing technology, streamlining operations, and ensuring clean data to increase a firm’s valuation and make the transition smootherThe importance of uniting people, processes, and technology to navigate challenges like internal culture shifts, data merging, and the client experienceWhy a successful merger depends on having the right team, a clear plan, and a structured approach to blending systems and operationsFeatured Resources The Versoft Consulting WebsiteVersoft Consulting Contact Form Verity Larsen on LinkedInVersoft Consulting on LinkedInEnjoyed This? You’ll Also Love:HIFON: A Community for RIA Operational Leaders and COOs with Shaun KapusinskiUnlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity OpsEOS® Strategies for Financial Services Companies

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