Mark Stokes: Business integration and embracing the change

Tips from recent experience

clock • 4 min read

Forget the searching, deal-making and due diligence, says Mark Stokes, the integration of your firm into the new entity is typically the most labour-intensive part of the whole acquisition process

So you have met the right partner, struck a good deal and made it through the due diligence process - surely that is the acquisition process more or less over, right? Far from it. Integrating your firm into the new entity is typically the most labour-intensive part of the process - and it is also the time when the business owner needs to be most keenly attuned to the emotional needs of staff. A good acquiring firm should have a defined process for integrating the firm over a specified time. But it is a myth that the acquiring firm will be responsible for the integration. In reality...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers urged to remain 'alert' as LPA financial misconduct complaints rise

Advisers urged to remain 'alert' as LPA financial misconduct complaints rise

Alleged LPA financial misconduct complaints rose to almost 12,000

Sophia Panayi
clock 12 October 2026 • 3 min read
News editor's view: Taxing questions for advisers

News editor's view: Taxing questions for advisers

The news editor's Friday Night Takeaway from 9 October

Isabel Baxter
clock 09 October 2026 • 2 min read
Why the new chancellor must rebalance growth and consumer protection

Why the new chancellor must rebalance growth and consumer protection

'Healy should re-empower the FCA to unleash the full potential of Consumer Duty'

James Daley
clock 09 October 2026 • 3 min read