{"id":44307,"date":"2015-10-21t05:00:27","date_gmt":"2015-10-21t09:00:27","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=44307"},"modified":"2022-12-22t00:36:38","modified_gmt":"2022-12-22t05:36:38","slug":"merger-prep-getting-know","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/10\/21\/merger-prep-getting-know\/","title":{"rendered":"merger prep: getting to know you"},"content":{"rendered":"<p><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-44309\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229-424x266.jpg\" alt=\"four people meeting at a restaurant\" width=\"424\" height=\"266\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229-424x266.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229-849x533.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a><strong>bonus checklist: 18 questions to ask and answer.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400\">by marc rosenberg<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\"><i><span style=\"font-weight: 400\">cpa firm mergers: your complete guide<\/span><\/i><\/a><\/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<blockquote>\n<p style=\"text-align: left\"><strong>more on mergers: <\/strong><a href=\"\/\/www.g005e.com\/2015\/09\/30\/merger-process-21-steps\/\"><span style=\"font-weight: 400\">the merger process in 21 steps<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/23\/plant-seeds-turn-merger-candidates\/\"><span style=\"font-weight: 400\">plant seeds to turn up merger candidates<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/09\/how-to-find-a-seller\/\"><span style=\"font-weight: 400\">looking to grow your firm? how to find a seller in four steps<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/26\/13-ways-screw-merger\/\"><span style=\"font-weight: 400\">13 ways to screw up a merger<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/19\/15-cant-skip-merger-terms-decide\/\"><span style=\"font-weight: 400\">15 can\u2019t-skip merger terms to decide<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/12\/14-keys-successful-merger\/\"><span style=\"font-weight: 400\">14 keys to a successful merger<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/22\/13-reasons-accounting-firms-merge\/\"><span style=\"font-weight: 400\">13 reasons accounting firms merge<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/08\/merger-101-basic-understanding\/\"><span style=\"font-weight: 400\">mergers 101: when negotiations aren\u2019t really negotiations<\/span><\/a><\/p>\n<\/blockquote>\n<p style=\"text-align: left\">everything is confidential and informal. no exchange of financial statements. the two parties simply spend an hour or two \u2013 you guessed it \u2013 getting to know each other. 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. other firms like to do this in the larger firm\u2019s office so that the smaller firm can get a \u201chouse tour.\u201d<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/10\/21\/merger-prep-getting-know\/#more-44307\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-44309\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229-424x266.jpg\" alt=\"four people meeting at a restaurant\" width=\"424\" height=\"266\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229-424x266.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229-849x533.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/4meetatrestaurant_dollarphotoclub_34783229.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a><strong>bonus checklist: 18 questions to ask and answer.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400\">by marc rosenberg<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/\"><i><span style=\"font-weight: 400\">cpa firm mergers: your complete guide<\/span><\/i><\/a><\/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<blockquote>\n<p style=\"text-align: left\"><strong>more on mergers: <\/strong><a href=\"\/\/www.g005e.com\/2015\/09\/30\/merger-process-21-steps\/\"><span style=\"font-weight: 400\">the merger process in 21 steps<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/23\/plant-seeds-turn-merger-candidates\/\"><span style=\"font-weight: 400\">plant seeds to turn up merger candidates<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/09\/how-to-find-a-seller\/\"><span style=\"font-weight: 400\">looking to grow your firm? how to find a seller in four steps<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/26\/13-ways-screw-merger\/\"><span style=\"font-weight: 400\">13 ways to screw up a merger<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/19\/15-cant-skip-merger-terms-decide\/\"><span style=\"font-weight: 400\">15 can\u2019t-skip merger terms to decide<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/12\/14-keys-successful-merger\/\"><span style=\"font-weight: 400\">14 keys to a successful merger<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/22\/13-reasons-accounting-firms-merge\/\"><span style=\"font-weight: 400\">13 reasons accounting firms merge<\/span><\/a><span style=\"font-weight: 400\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/08\/merger-101-basic-understanding\/\"><span style=\"font-weight: 400\">mergers 101: when negotiations aren\u2019t really negotiations<\/span><\/a><\/p>\n<\/blockquote>\n<p style=\"text-align: left\">everything is confidential and informal. no exchange of financial statements. the two parties simply spend an hour or two \u2013 you guessed it \u2013 getting to know each other. 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. other firms like to do this in the larger firm\u2019s office so that the smaller firm can get a \u201chouse tour.\u201d<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/10\/21\/merger-prep-getting-know\/#more-44307\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1339,"featured_media":44309,"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":[2371,3120,3002],"tags":[297,1313,86],"class_list":["post-44307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mergers-acquisitions","category-pro-member-exclusive","category-special","tag-merger","tag-negotiation","tag-partner","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the 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