information needed when merger discussed

by ed mendlowitz
“tax season opportunity guide“

question: what do you ask for when considering a merger?

response: this is a “you show me yours and i’ll show you mine.” you should have this
information fairly well organized.

also, look at it critically and try to imagine what a prospective partner would say, and how you would react if this were someone else’s information that were being presented to you.

here’s a 23-item list: