Your path🔗 An acquisition→2 · Your question→💬 Talk
🔗For when your team gets an acquisition · Team Integration Lab

Two teams just became one. They still talk like two.

Two teams become one team, with one way of talking to each other and to clients.

Who brings us inCOO, regional Managing Director or Head of Integration
The shape3 sessions over 60 days
Sound familiar?

What teams in this moment tell us.

01

People still say "us" and "them."

02

There are two ways of serving the same client.

03

The people you most want to keep are the easiest to recruit away.

0.5x to 2x

annual salary to replace one person who leaves. In an integration, it's rarely just one.

Gallup, 2019
The program

The shape of Team Integration Lab.

1
DISC AssessmentFor both teams, before anyone is in a room
2
Session 1The combined style map: where the two cultures differ and where they meet. Half a day in person, or two 90-minute virtual sessions
3
Session 2One set of client-service and working agreements
4
Session 3 · about day 60What stuck, what didn't, and what to fix
Your team keeps

A combined team language playbook, plus 6 to 8 weeks of between-sessions clips

Comes back as

One lab per acquisition. Built for firms that grow by buying

Every program includes

A next-morning pulse, a 90-day check-in, and a refresh booked for month 6 to 12.

2Step 2 of 3 · Your biggest question

Before you'd say yes, what would you need to know?

Pick one. We'll answer it for an acquisition, specifically.

A

Will it stick?

Checked at day 60, reinforced in between

How the language lasts past the session →B

Will it fit my people?

Mapped by style, not by firm

How it fits this team, not a generic one →C

Is it worth it right now?

Keep advisors and clients through the integration

What doing nothing could cost you →

Already convinced? Skip straight to a conversation →