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2: Add-On Insights - Cullen Knights
When a company is acquired or when companies merge, imposing a new company culture, system and overall integration are the top challenges to be faced. Cullen Knights is the CFO, Head of Strategy of TEAM Risk Management Strategies, a national leader in the outsourced household employment market. We provide payroll, human resources, and risk management through our employer of record services to fiduciary who manage trusts, estates, and guardianship nationwide. In this episode of Alpine Playbook Podcast Series, Cullen Knights share his experience being a new CFO, the challenges he faced when they had two company merger in terms of management, system, and overall integration. Let’s listen as Cullen’s talks about Add-on Insight.   Connect with Cullen Knights:  LinkedIn   Links: Alpine-investors.com Alpine Playbook Podcast TEAM Risk Management and Strategies      Timestamps: 00:42 – Cullen Knights professional background as the CFO of TEAM 01:50 – How he became the company’s CFO 02:59 – All about ‘Add-ons’ 03:12 – Background on what TEAM is all about and the service they provide 04:17 – How they found 2 companies that are fit for TEAM’s core for ADD-ONS integration 05:17 – All about Acumen Fiscal Agent and PASCO 10:33 – Their approach to the culture, systems and overall integration 12:20 – Cullen describes TEAM’s company culture 14:46 – How they decided which system from which company would be utilized post add-on 17:20 – Talking about the front end integration 18:18 – The legal regulatory requirements for the integration 19:57 – The challenges he experienced in handling the Add-ons 21:55 – Status of the Add-on project in terms of success metric  
Alpine Playbook
http://alpineplaybook.com/
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