{"id":36254,"date":"2014-07-31t05:02:18","date_gmt":"2014-07-31t09:02:18","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=36254"},"modified":"2015-10-23t03:10:30","modified_gmt":"2015-10-23t07:10:30","slug":"do-cpa-firm-mergers-really-work","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/07\/31\/do-cpa-firm-mergers-really-work\/","title":{"rendered":"do cpa firm mergers really work?"},"content":{"rendered":"<p><strong>6 metrics to measure success. procrastinators&#8217;\u00a03 myths. and 5 steps you can&#8217;t skip.<br \/>\n<\/strong><\/p>\n<p><em>by marc rosenberg<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\" target=\"_blank\">cpa firm mergers<\/a><\/em><\/p>\n<p>as a generation of aging baby boomer partners marches towards retirement, thousands of firms are seeking the only exit strategy available to them \u2013 merge into another firm. thus has a voracious appetite for mergers been created at all size levels, particularly:<\/p>\n<ul>\n<li>sellers who are sole practitioners (remember, 30,000 of the u.s.\u2019s 45,000 aicpa-member firms are solos and a huge percentage of those are at an advanced age) and multipartner firms billing under $2 milllion a year.<\/li>\n<li>buyers with annual revenues of $3 milion and more.<\/li>\n<\/ul>\n<p><strong>do mergers work?<\/strong><\/p>\n<p>well, that\u2019s what doing a merger successfully is all about \u2013 asking the \u201cright\u201d questions.<br \/>\nlook at the reasons why the merger was done in the first place and see if those goals were met.<\/p>\n<p>good examples of the \u201cright\u201d questions: <a href=\"\/\/www.g005e.com\/2014\/07\/31\/do-cpa-firm-mergers-really-work\/#more-36254\" 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%2f31%2fdo-cpa-firm-mergers-really-work%2f&amp;t=do+cpa+firm+mergers+really+work%3f'  ><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%2f31%2fdo-cpa-firm-mergers-really-work%2f&amp;title=do+cpa+firm+mergers+really+work%3f&amp;summary=6+metrics+to+measure+success.+procrastinators%27%c2%a03+myths.+and+5+steps+you+can%27t+skip.%0d%0a%0d%0a%0d%0aby+marc+rosenberg%0d%0acpa+firm+mergers%0d%0a%0d%0aas+a+generation+of+aging+baby+boomer+partners+marches+towards+retirement%2c+thousands+of+firms+are+seeking+the+only+exit+strategy+available+to+them+%e2%80%93+merge+into+another+firm.+thus+has+a+vorac'  ><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%2f31%2fdo-cpa-firm-mergers-really-work%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:%20do%20cpa%20firm%20mergers%20really%20work?&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\/31\/do-cpa-firm-mergers-really-work\/\" title=\"email this: do cpa firm mergers really work? \"><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>6 metrics to measure success. procrastinators&#8217;\u00a03 myths. and 5 steps you can&#8217;t skip.<br \/>\n<\/strong><\/p>\n<p><em>by marc rosenberg<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\" target=\"_blank\">cpa firm mergers<\/a><\/em><\/p>\n<p>as a generation of aging baby boomer partners marches towards retirement, thousands of firms are seeking the only exit strategy available to them \u2013 merge into another firm. thus has a voracious appetite for mergers been created at all size levels, particularly:<\/p>\n<ul>\n<li>sellers who are sole practitioners (remember, 30,000 of the u.s.\u2019s 45,000 aicpa-member firms are solos and a huge percentage of those are at an advanced age) and multipartner firms billing under $2 milllion a year.<\/li>\n<li>buyers with annual revenues of $3 milion and more.<\/li>\n<\/ul>\n<p><strong>do mergers work?<\/strong><\/p>\n<p>well, that\u2019s what doing a merger successfully is all about \u2013 asking the \u201cright\u201d questions.<br \/>\nlook at the reasons why the merger was done in the first place and see if those goals were met.<\/p>\n<p>good examples of the \u201cright\u201d questions: <a href=\"\/\/www.g005e.com\/2014\/07\/31\/do-cpa-firm-mergers-really-work\/#more-36254\" 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%2f31%2fdo-cpa-firm-mergers-really-work%2f&amp;t=do+cpa+firm+mergers+really+work%3f'  ><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%2f31%2fdo-cpa-firm-mergers-really-work%2f&amp;title=do+cpa+firm+mergers+really+work%3f&amp;summary=6+metrics+to+measure+success.+procrastinators%27%c2%a03+myths.+and+5+steps+you+can%27t+skip.%0d%0a%0d%0a%0d%0aby+marc+rosenberg%0d%0acpa+firm+mergers%0d%0a%0d%0aas+a+generation+of+aging+baby+boomer+partners+marches+towards+retirement%2c+thousands+of+firms+are+seeking+the+only+exit+strategy+available+to+them+%e2%80%93+merge+into+another+firm.+thus+has+a+vorac'  ><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%2f31%2fdo-cpa-firm-mergers-really-work%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:%20do%20cpa%20firm%20mergers%20really%20work?&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2014\/07\/31\/do-cpa-firm-mergers-really-work\/\" title=\"email this: do cpa firm mergers really work? \"><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":0,"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":[2371,5,3120,2298],"tags":[297,57],"class_list":["post-36254","post","type-post","status-publish","format-standard","hentry","category-mergers-acquisitions","category-outlook","category-pro-member-exclusive","category-succession","tag-merger","tag-succession","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>do cpa firm mergers really work? 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