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ClientWise eXchange™ Learn
The Merger Maximizer™
Here's your potential:
In this signature ClientWise program, you will:
Devote the appropriate amount of thought and planning to the most important aspects of your potential merger
Clarify the purpose and impact of the merger
Anticipate and address leadership and operational shifts
Foster a productive and happy culture after the merger
This program is for:
Principals in potential mergers of two or more practices who need to clarify whether a merger makes the most sense for their practice
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Signature Programs
Lone Ranger to Leader™
Lone Ranger to Leader™ for Teams
Success in Succession™
Fully Designed Future™
The Merger Maximizer™
Maximizer for Acquisition & Transition Success™
Professional Advisory Model™
Building Loyal CLient Advocates™
The Professional Advocate Program™