merger

13 ways to screw up a merger

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bonus checklist: 12 nuances and idiosyncrasies to anticipate.

by marc rosenberg
cpa firm mergers: your complete guide

in the best case, mergers go smoothly.

more on mergers: 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but we’re dealing with people, so sometimes things aren’t so neat. some common pitfalls: read more →

14 keys to a successful merger

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man in suit with hand extended, coworkers in backgroundmost successful mergers take several months – or longer.

by marc rosenberg
cpa firm mergers: your complete guide

so, you’ve met a potential merger candidate. great!

more on mergers: 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but wait! curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions: read more →

how to combine two firms after merger: carefully

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when the deal is done: a 24-point checklist for the morning after.

by august aquila
creating the effective partnership

congratulations! after years of planning and months of tough negotiations, you’ve finally closed the deal on merger of your cpa firm.

you might be thinking the most difficult work is behind you.  think again! you now have to move your eye from the financial to the human side of the merger.

more for pro members: mirror, mirror on the wall  |  6 steps to handle staffing problems in a merger  |  new times call for new cpa firm metrics  |  6 reasons why cpa firms fail in innovation  |  7 signs your firm is headed for an implosion  |  why is it always about partner compensation?  |  why merge and what to watch out for  |  13 steps to fool-proof mergers and acquisitions  |  13 questions to ask yourself for personal growth  |  partner problem? first, ask yourself these 21 questions  |  12 reasons cpa firm staff meetings are a waste of time  |  the managing partner’s secret weapon in change management  |  the 10 basic ways to boost profits at an accounting firm  |  12 must-do items for your partner retreat agenda

your work in this area has just begun and may last for 12 months or more. the so-called soft side of doing a merger is just as important, if not more important, than the financial side. just like with an iceberg you don’t know what lies beneath the surface. just ask the captain of the unsinkable titanic. don’t let this same danger destroy your practice

in order to make sure your merger has a better than average chance of succeeding, here are 24 key items to be addressed: read more →

mergers 101: when negotiations aren’t really negotiations

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two businessmen shaking hands in front of tall office buildingsand a merger is really an acquisition. plus: the six top issues in the negotiations.

by marc rosenberg
cpa firm mergers: your complete guide

at some point, many cpa firms and sole practitioners will be in a position to consider a merger.

more: covid drives new m&a trends | when managing partners can’t | don’t let exiting partners double dip | the 13 signs you have a partner problem | covid-19, adversity and innovation | networking for fun and profit | why consultative selling works | eleven ways to jump-start your covid comeback | how covid impacts partner retirements | three tough questions in partner buyouts | is mandatory retirement a best practice? | covid-19: how your firm can respond | reward partners for performing like partners | checklist for implementing a merger | practice continuation agreements and why solos need them | how to merge sole practitioners | 13 questions between merger equals | thinking ‘downstream’ merger? check these 25 potential problems first

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are numerous types to think about:

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five things to think about before you think about a merger

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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

read more →

how much should you pay to buy, sell or merge an accounting practice?

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here are just 19 factors.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i am in process of buying a practice and would like to know how much to pay.

more practice doctor q&a: when fees don’t keep up with cost increases  | when large (or any) clients need backup assurances | 18 ways to blow a partnership opportunity | 10 do’s and don’ts for making small business clients happy | 10 ways to get new 1040 clients | before you even think about selling your practice…

answer: an alternative question is how much to sell it for. this is a complicated issue with many important variables, some of which are:

read more →

when is it time to merge?

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ed mendlowitz cpa the practice doctor q and athe answer is personal, but certain questions can help you decide.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a 20-person, five-partner firm, and am frequently approached by larger firms that want me to merge into them. i own 60 percent of the practice, and am 20 years older than the next oldest partner. should i merge? i am happy with my situation and am inclined to let my younger partners decide what they want to do. read more →

early data exchange vital to evaluate a merger

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three possible outcomes from trading numbers early.

by marc rosenberg
cpa firm mergers

i have always been a big believer in the buyer and seller exchanging financial and operating information as early in the process as possible.

more on cpa firm mergers: deciphering the current state of the cpa firm merger market | the law of attraction: 15 ways to romance a merger partner | the 14 keys to a successful merger | mergers: 11 lessons from done deals | the 21 steps in every merger deal | today’s 15 essential deal points in accounting firm mergers

numbers aren’t everything, but they do speak volumes. the data enable each firm to gain an understanding of the other in a manner that is not always possible in conversation.

the data is also a good way to corroborate things that are said verbally. here are some examples: read more →

cpa firm mergers: 18 categories of data to divulge — carefully

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dices cubes with the words sell buy on financial downtrend chartby marc rosenberg
cpa firm mergers

think of it as a second date. the first meeting was simply a “getting-to-know-you” encounter. but now the prospective merger participants, buyer and seller, are getting serious. they need to take the next step and exchange key performance indicators and financial and operating metrics.

there are at least 18 categories of data that need to be considered, each with it’s own peculiar in’s and out’s.
read more →