{"id":37842,"date":"2014-10-30t07:01:00","date_gmt":"2014-10-30t11:01:00","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=37842"},"modified":"2017-12-18t10:17:07","modified_gmt":"2017-12-18t15:17:07","slug":"before-negotiations-begin-18-item-checklist-for-a-first-meeting","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/10\/30\/before-negotiations-begin-18-item-checklist-for-a-first-meeting\/","title":{"rendered":"before negotiations begin: 18-item checklist for a first meeting"},"content":{"rendered":"<p><strong>the\u00a0\u201cgetting-to-know-you\u201d stage for prospective buyer and seller<\/strong><\/p>\n<p id=\"docs-internal-guid-47a8bfc9-1d4d-2729-9481-8f78f76aa5b4\" dir=\"ltr\"><em>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\">cpa firm mergers<\/a><\/em><\/p>\n<p>all merger discussions have to begin somewhere. after merger candidates have been identified, there obviously needs to be an initial meeting for the two firms to get acquainted.<\/p>\n<p>everything is confidential and informal. no exchange of financial statements.\u00a0 the two parties simply spend an hour or two \u2013 you guessed it \u2013 getting to know each other.<\/p>\n<p>many firms like to convene this meeting over breakfast or lunch because meeting at a restaurant gives the encounter an air of informality and sociability.\u00a0 other firms like to do this in the larger firm\u2019s office so that the smaller firm can get a \u201chouse tour.\u201d <a href=\"\/\/www.g005e.com\/2014\/10\/30\/before-negotiations-begin-18-item-checklist-for-a-first-meeting\/#more-37842\" 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'  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href=\"mailto:?subject=cpa%20trendlines%20:%20before%20negotiations%20begin:%2018-item%20checklist%20for%20a%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\/10\/30\/before-negotiations-begin-18-item-checklist-for-a-first-meeting\/\" title=\"email this: before negotiations begin: 18-item checklist for a 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\u00a0\u201cgetting-to-know-you\u201d stage for prospective buyer and seller<\/strong><\/p>\n<p id=\"docs-internal-guid-47a8bfc9-1d4d-2729-9481-8f78f76aa5b4\" dir=\"ltr\"><em>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\">cpa firm mergers<\/a><\/em><\/p>\n<p>all merger discussions have to begin somewhere. after merger candidates have been identified, there obviously needs to be an initial meeting for the two firms to get acquainted.<\/p>\n<p>everything is confidential and informal. no exchange of financial statements.\u00a0 the two parties simply spend an hour or two \u2013 you guessed it \u2013 getting to know each other.<\/p>\n<p>many firms like to convene this meeting over breakfast or lunch because meeting at a restaurant gives the encounter an air of informality and sociability.\u00a0 other firms like to do this in the larger firm\u2019s office so that the smaller firm can get a \u201chouse tour.\u201d <a href=\"\/\/www.g005e.com\/2014\/10\/30\/before-negotiations-begin-18-item-checklist-for-a-first-meeting\/#more-37842\" 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%2f10%2f30%2fbefore-negotiations-begin-18-item-checklist-for-a-first-meeting%2f&amp;t=before+negotiations+begin%3a+18-item+checklist+for+a+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 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rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20before%20negotiations%20begin:%2018-item%20checklist%20for%20a%20first%20meeting&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2014\/10\/30\/before-negotiations-begin-18-item-checklist-for-a-first-meeting\/\" title=\"email this: before negotiations begin: 18-item checklist for a 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 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