{"id":33815,"date":"2014-07-03t01:55:33","date_gmt":"2014-07-03t05:55:33","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=33815"},"modified":"2015-11-12t08:53:41","modified_gmt":"2015-11-12t13:53:41","slug":"talking-merger-the-basic-7-item-agenda-for-the-first-meeting","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/07\/03\/talking-merger-the-basic-7-item-agenda-for-the-first-meeting\/","title":{"rendered":"talking merger? the basic 7-item agenda for the first meeting"},"content":{"rendered":"<p><strong>the ultimate success of a merger is directly proportional to the effort made by both firms.<\/strong><\/p>\n<p>according\u00a0to marc rosenberg, of\u00a0<a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\" target=\"_blank\">cpa firm mergers<\/a>, each firm must ask lots of questions,\u00a0agree on as many merger implementation issues as possible before the merger takes place and\u00a0openly share as much of their &#8220;dirty laundry&#8221; as possible.\u00a0&#8220;don&#8217;t assume anything,&#8221; rosenberg says.<\/p>\n<p>in merger talks between <a title=\"cpa firm mergers: 8 critical issues in deals among equals\" href=\"\/\/www.g005e.com\/2014\/06\/23\/cpa-firm-mergers-8-critical-issues-in-deals-between-firms-of-similar-size\/\" target=\"_blank\">well-matched firms of similar size<\/a>, the best deals seem to start with the right agenda at the first meeting. it&#8217;s a\u00a0seemingly\u00a0simple seven-item agenda. but the\u00a0discussions are rarely simple. nor should they be.<\/p>\n<p><strong>agenda for the first meeting:<\/strong> <a href=\"\/\/www.g005e.com\/2014\/07\/03\/talking-merger-the-basic-7-item-agenda-for-the-first-meeting\/#more-33815\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2014%2f07%2f03%2ftalking-merger-the-basic-7-item-agenda-for-the-first-meeting%2f&amp;t=talking+merger%3f+the+basic+7-item+agenda+for+the+first+meeting'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2014%2f07%2f03%2ftalking-merger-the-basic-7-item-agenda-for-the-first-meeting%2f&amp;title=talking+merger%3f+the+basic+7-item+agenda+for+the+first+meeting&amp;summary=the+ultimate+success+of+a+merger+is+directly+proportional+to+the+effort+made+by+both+firms.%0d%0a%0d%0aaccording%c2%a0to+marc+rosenberg%2c+of%c2%a0cpa+firm+mergers%2c+each+firm+must+ask+lots+of+questions%2c%c2%a0agree+on+as+many+merger+implementation+issues+as+possible+before+the+merger+takes+place+and%c2%a0openly+share+as+much+of+their+%22dirty+laun'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2014%2f07%2f03%2ftalking-merger-the-basic-7-item-agenda-for-the-first-meeting%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20talking%20merger?%20the%20basic%207-item%20agenda%20for%20the%20first%20meeting&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2014\/07\/03\/talking-merger-the-basic-7-item-agenda-for-the-first-meeting\/\" title=\"email this: talking merger? the basic 7-item agenda for the first meeting \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong>the ultimate success of a merger is directly proportional to the effort made by both firms.<\/strong><\/p>\n<p>according\u00a0to marc rosenberg, of\u00a0<a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\" target=\"_blank\">cpa firm mergers<\/a>, each firm must ask lots of questions,\u00a0agree on as many merger implementation issues as possible before the merger takes place and\u00a0openly share as much of their &#8220;dirty laundry&#8221; as possible.\u00a0&#8220;don&#8217;t assume anything,&#8221; rosenberg says.<\/p>\n<p>in merger talks between <a title=\"cpa firm mergers: 8 critical issues in deals among equals\" href=\"\/\/www.g005e.com\/2014\/06\/23\/cpa-firm-mergers-8-critical-issues-in-deals-between-firms-of-similar-size\/\" target=\"_blank\">well-matched firms of similar size<\/a>, the best deals seem to start with the right agenda at the first meeting. it&#8217;s a\u00a0seemingly\u00a0simple seven-item agenda. but the\u00a0discussions are rarely simple. nor should they be.<\/p>\n<p><strong>agenda for the first meeting:<\/strong> <a href=\"\/\/www.g005e.com\/2014\/07\/03\/talking-merger-the-basic-7-item-agenda-for-the-first-meeting\/#more-33815\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2014%2f07%2f03%2ftalking-merger-the-basic-7-item-agenda-for-the-first-meeting%2f&amp;t=talking+merger%3f+the+basic+7-item+agenda+for+the+first+meeting'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2014%2f07%2f03%2ftalking-merger-the-basic-7-item-agenda-for-the-first-meeting%2f&amp;title=talking+merger%3f+the+basic+7-item+agenda+for+the+first+meeting&amp;summary=the+ultimate+success+of+a+merger+is+directly+proportional+to+the+effort+made+by+both+firms.%0d%0a%0d%0aaccording%c2%a0to+marc+rosenberg%2c+of%c2%a0cpa+firm+mergers%2c+each+firm+must+ask+lots+of+questions%2c%c2%a0agree+on+as+many+merger+implementation+issues+as+possible+before+the+merger+takes+place+and%c2%a0openly+share+as+much+of+their+%22dirty+laun'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2014%2f07%2f03%2ftalking-merger-the-basic-7-item-agenda-for-the-first-meeting%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20talking%20merger?%20the%20basic%207-item%20agenda%20for%20the%20first%20meeting&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2014\/07\/03\/talking-merger-the-basic-7-item-agenda-for-the-first-meeting\/\" title=\"email this: talking merger? the basic 7-item agenda for the first meeting \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1339,"featured_media":35839,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2371,5,3120],"tags":[680,297],"class_list":["post-33815","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mergers-acquisitions","category-outlook","category-pro-member-exclusive","tag-ma","tag-merger","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>talking merger? 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