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Post-Mergers & Acquisitions Client Interviews
The Problem We Address
You have acquired a firm and transitioned its clients to your firm’s processes and people. With this shift in management, the new clients may be concerned that their project will be lost in the shuffle of the transition and negatively impacted.
Why This Matters
Clients want to feel that their business is valued and their projects are in good hands. If they perceive that their project is not a priority or if they have concerns that are going unaddressed, even relatively minor issues can mushroom into larger issues at a cost to both your internal resources and your firm’s reputation.
Our Solution
Utilize CFU’s conversation-style qualitative interview services to identify the questions and concerns of your newly acquired clients while providing a unique client experience that demonstrates your firm’s priority focus on clients and meeting their needs.
What Your Firm Gains
Reaching out to newly acquired clients through an independent but personal telephone interview sends the message that meeting clients’ needs is your first priority. With the information gained, you can address issues uncovered and begin solidifying relationships.
Resources
Post-M&A Client Interview Questions
