Merge with confidence - not complications.
Fit 2 Merge gives Australian advice practices a simple, structured way to assess merger readiness, surface risks early, and plan a smooth integration - across people, process, tech, and compliance.
Talk to Tangelo about transition planning
Built for self-licensed firms and advice practices exploring a merger or acquisition.
The Problem
(why it exists).
M&A activity in the Australian advice sector is rising - but many practices step into mergers without the forward planning needed to integrate well.
That’s when the issues show up fast:
Duplicated systems and workflows
Cultural friction and staff churn
Compliance gaps and governance misalignment
Client disruption and service inconsistency
Integration timelines that blow out (and drain leadership time)
Fit 2 Merge helps you replace ‘we’ll figure it out later’ with a clear plan before the deal becomes a mess.
Who this is for.
Fit 2 Merge is designed for:
Self-licensed firms and advice practices considering a merger or acquisition
Businesses already engaged with a broker, or still exploring options
Leadership teams who want clarity on readiness and risk before committing
Firms that want to protect client experience, team stability, and compliance outcomes
What You Get
(how Fit 2 Merge helps)
We bring the experience, tools, and specialist support to help you:
Assess merger readiness with clarity
Identify risks early (cultural, operational, technology, compliance)
Plan the merger properly with practical next steps
Reduce disruption post-merger and avoid integration blow-ups
Access hands-on support if you need specialist capacity through the transition
How It Works
Step 1: Fit 2 Merge Diagnostic (Free)
If you’re even thinking about a merger - start here.
The free diagnostic gives you a quick, high-level snapshot of where risks may be sitting across:
People
Process
Cultural alignment (plus the operational realities that can derail integration)
It takes minutes and could save you months of frustration, rework, or stalled integration.
Step 2: Transition Planning Program (When You Need Depth)
If the diagnostic confirms what your gut’s been saying - or reveals risks you didn’t see - we can help you work through it properly.
From pre-merger readiness checks to full transition planning and post-merger integration, Tangelo works with advice practices to build one aligned, cohesive, future-ready business.
Transition Planning Program support can include:
Transition planning & project roadmaps
IT systems integration & data migration
HR, onboarding & cultural alignment
Client communication & experience continuity
Risk & compliance alignment (frameworks, policies, processes)
A clearer path. Fewer surprises.
A stronger merged business.
Fit 2 Merge helps you merge with intention - not hope.
What happens if you don’t?
Most integration pain isn’t caused by the merger itself - it’s caused by what wasn’t clarified early.
Fit 2 Merge helps you surface the risks before they become:
Costly rework
Team resistance
Compliance exposure
Client dissatisfaction
Integration timelines that stall momentum
Don’t let integration risk decide the outcome of your merger.
Start with the Fit 2 Merge Diagnostic to understand readiness and risk - then engage deeper support if needed.
Talk to us about the Transition Planning Program.
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Yes. The diagnostic is built for firms exploring options as well as firms already in discussions.
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Both. You can engage Tangelo for advisory support or hands-on specialist capacity through transition and integration.
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No - it’s built for self-licensed firms and advice practices of varying size where integration complexity is real.