five things to think about before you think about a merger

learn how to ask the right questions.

by marc rosenberg
cpa firm mergers: your complete guide

as a generation of aging baby boomer partners marches towards retirement, thousands of firms are seeking the only exit strategy available to them – merge into another firm. thus has a voracious appetite for mergers been created at all size levels, particularly:

  • sellers who are sole practitioners (remember, 30,000 of the s.’s 45,000 cpa firms are solos and a huge percentage of those are at an advanced age) and multi-partner firms under $2 million
  • buyers with annual revenues of $3 million and larger