364 search results for marc rosenberg

an offer you can’t refuse? maybe… maybe not.

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25 questions smaller firms must ask larger firms before merging.

by marc rosenberg
how to negotiate a cpa firm merger

it’s very likely that when a small firm considers merging upward with a much larger firm, the small firm will pretty much have to accept the terms offered by the larger firm.

in these cases, the “negotiations” take the form of the smaller firm simply learning what the merger terms are and deciding whether it can accept those terms. here are the 15 most important questions. read more →

16 questions before merging up

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cat-and-goldfishby marc rosenberg

1. are there one or more partners at the larger firm who will be retiring in the next 5-10 years?

2. will the retirement obligation to one dominating partner be so large that the firm cannot afford the payments?

3. will the retirement of one or more key people in the next few years threaten the larger firm’s ability to maintain partner income levels? read more →

the 20-step cpa firm merger process

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step 1: how to find the right candidate.

every merger is different, says marc rosenberg in how to negotiate a cpa firm merger. “it’s impossible to choreograph, from a to z, exactly how the process for all mergers will work.” in this 20-step roadmap, the milestones are laid out in the order they most commonly occur.  each twist and turn has its own perils. and they don’t necessarily come in the same order every time.

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13 lucky keys to a successful merger

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learning how to to ask all the right questions.

accounting firms combine for a reason, or not at all. in fact, firms may need many reasons to merge. making sure the merger discussions end in a successful deal requires hard work, some compromise and not a small amount of luck. according to marc rosenberg in how to negotiate a cpa firm merger, it shouldn’t start with “love at first sight.” but it must start with at least 13 ingredients necessary for success. read more →

15 deal breakers that can kill a cpa firm merger

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what’s the first sign a deal won’t work? you can’t agree on the name of the new firm.

marc rosenberg, author of how to negotiate a cpa firm merger, sees negotiations unravel for too many reason. some of the reasons are serious, others just seem ridiculous. for example, rosenberg recalls one deal failed when one side insisted on “requiring a positive attitude toward employees.” in most cases, one firm wants something, the other firm doesn’t, and the two can’t agree on how to resolve the conflict. sounds simple. it isn’t. here are 15 ways to make something that should be simple into something way too complicated. read more →

fixing the partner entitlement mentality

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nine reasonable entitlements and 15 misconceptions, bad ideas and outright abuses.

it’s a privilege to be a partner in a cpa firm. not an entitlement. too many partnerships seem to operate as if they had it the other way around. and, in most cases, those partnerships don’t usually make the best cpa firms. marc rosenberg has seen his share of dysfunctional firms. they are no better nor no worse than the people who run them. get these 24 points of partner roles and responsibilities correct and your firm could find a renewal in spirit and in growth.

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the pluses and minuses for a cpa firm merger

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the 15 good signs and 17 warning flags to look for.

for some reason, cpa firms seem to find it much more daunting to evaluate a merger involving their own firm than that of a client’s. but the same methods and procedures you’d use to advise a client can be put to use in considering your firm’s next merger or acquisition. here, marc rosenberg, in how to negotiate a cpa firm merger, lays out the pluses and minuses to look for in a deal… 15 pluses and 17 minuses, to be exact. read more →