bonus checklists: smaller firm to larger, 25 questions to ask and 17 data points to request.
by marc rosenberg
cpa firm mergers: your complete guide
there are always three intangible factors that greatly influence the extent to which merger terms and issues are negotiable:
more on mergers: what to discuss at the first merger negotiation meeting | 14 provisions to include in a letter of intent | want to merge? ask for data | one times fees is a steal! | looking to grow your firm? how to find a seller in four steps | 15 can’t-skip merger terms to decide | 14 keys to a successful merger
1. negotiation ability of each firm. some people are “tough” negotiators, continuously trying to impose their will on the merger partner, while others are more malleable and tend to go along with whatever the other side wants.
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