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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

Today’s <em>Legally Speaking: Broker-dealer and Investment Adviser Industry Insights </em>vlog features attorney John Muhs and the topic of protecting client relationships during the sale or acquisition of an investment advisory or broker-dealer practice. As a member of the firm’s Funds and Investments Industry Group and the Mergers and Acquisitions Practice Group, John specializes in advising financial service professionals on navigating the sale of their businesses. In today’s video, John outlines some key tips for advisers to help retain clients during the transition and mitigate the risk of attrition. We use our understanding of the industry not only to negotiate efficiently and provide you with cogent advice on the terms of your deal, but also to help you develop a comprehensive plan for communicating internally and externally regarding the transition, aimed at avoiding client loss. Contact John to learn more about how Warner can add value to a transaction as your trusted counsel.

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Click on the link below to watch the video.

Protecting Client Relationships During the M&A Transaction

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Look for additional Warner vlog recordings in the near future from Warner’s Funds and Investments Industry Group.

Legally Speaking: Broker-dealer and Investment Adviser Industry Insights

Funds and Investments

Associate

John C. Muhs

Corporate

Mergers and Acquisitions

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