Join us for a panel discussion tailored specifically for accounting firms with a merger or acquisition in the near future. Hosted by Eric Gregg, CEO & Founder of ClearlyRated, this webinar will provide you with practical tools and rich insights, drawn from key communication techniques and survey data applications.

You’ll benefit from the unique knowledge of three accomplished industry veterans – Katie Tolin of Growth Partners, Alyson Fieldman of Rockit Results, and Jade Reichling of EisnerAmper, each with a successful track record in skillfully handling and assisting with mergers and acquisitions.

What you’ll learn:

  • How to leverage the power of timely communication to keep your clients, staff, and stakeholders confident and informed during the transition.
  • Insights on how to extract and apply imperative data from client surveys before, during, and after the deal.
  • The impact of starting your surveys early in the M&A process and how this critical step can shape the success of the transaction.
  • Real-life scenarios where client experience tipped the balance in M&A outcomes. 

Presenter

Eric Gregg, Co-Founder
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A world-class experience awaits

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Book a Demo Plans + Pricing
Book a Demo Plans + Pricing
  • ClearlyRated

    ClearlyRated is dedicated to assisting our clients kick a** in their client experience strategy and continuously on a mission to help B2B service firms differentiate themselves based on their service excellence. Our platform blends a short, client satisfaction survey leveraging NPS® to improve retention, grow accounts, win new business, and boost online reputation.