Welcome
Review the scope and the goal of the meeting.
Merger steering team
Define and assign the merger steering team.
Members
Scope
Business development and cross-selling
Define and assign the business development and cross-selling team.
Members
Scope
Practice delivery
Define and assign the management of practice delivery.
Members
Scope
Accounting and finance
Define and assign the management accounting and finance.
Members
Scope
New business intake and conflicts
Define and assign who is in charge of new business.
Members
Scope
HR, benefits, recruiting and training
Define and assign the HR aspects of the business.
Members
Scope
Information technology
Define and assign how information technology will be managed.
Members
Scope
Marketing and brand
Define and assign how marketing will be managed.
Members
Scope
Action items
What are the next steps? What came out of this meeting?
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