smaller, larger firms likely have different concerns.
by marc rosenberg
cpa firm mergers: your complete guide
mergers succeed in direct proportion to the effort made by both firms to
- ask lots of questions,
- agree on as many merger implementation issues as possible before the merger takes place and
- openly share as much of their “dirty laundry” as possible to minimize surprises.
more on mergers: 14 provisions to include in a letter of intent | case studies reveal potential loi issues | want to merge? ask for data | plant seeds to turn up merger candidates | looking to grow your firm? how to find a seller in four steps
don’t assume anything. when you sit down for your first merger negotiation meeting:
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