{"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","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","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":[1908,5,3120,9],"tags":[680],"class_list":["post-37842","post","type-post","status-publish","format-standard","hentry","category-management","category-outlook","category-pro-member-exclusive","category-strategy","tag-ma","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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