thinking of merging? discuss it at a retreat

bonus checklists: 9 major merger terms. 13 typical steps in the process. plus questions to consider in upward and downward mergers.

by marc rosenberg

one possible topic for a retreat is a potential merger, whether upward or downward.

more on retreats: how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

there are several keys to a successful merger: