{"id":46111,"date":"2015-12-01t05:00:52","date_gmt":"2015-12-01t10:00:52","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46111"},"modified":"2017-06-01t06:45:46","modified_gmt":"2017-06-01t10:45:46","slug":"thinking-merging-discuss-retreat","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/","title":{"rendered":"thinking of merging? discuss it at a retreat"},"content":{"rendered":"

\"two<\/a>bonus checklists: 9\u00a0major merger terms. 13 typical steps in the process. plus questions to consider in upward and downward mergers.<\/strong><\/p>\n

by marc rosenberg<\/span><\/i><\/p>\n

one possible topic for a retreat is a potential merger, whether upward or downward.<\/p>\n

more on retreats:<\/b> how to take action after a retreat<\/span><\/a> | <\/span>12 simple rules for a retreat<\/span><\/a> | <\/span>leave your retreat with a to do list<\/span><\/a> | <\/span>every retreat needs a leader, but who?<\/span><\/a> | <\/span>retreats are no place for clowns<\/span><\/a> | <\/span>who should participate in a retreat?<\/span><\/a> | <\/span>retreat logistics: how long, what kind?<\/span><\/a> | <\/span>what should cpa firms discuss at retreats?<\/span><\/a> | <\/span>why do cpa firms conduct retreats?<\/span><\/a><\/p><\/blockquote>\n

there are several keys to a successful merger:
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"two<\/a>bonus checklists: 9\u00a0major merger terms. 13 typical steps in the process. plus questions to consider in upward and downward mergers.<\/strong><\/p>\n

by marc rosenberg<\/span><\/i><\/p>\n

one possible topic for a retreat is a potential merger, whether upward or downward.<\/p>\n

\n

more on retreats:<\/b> how to take action after a retreat<\/span><\/a> | <\/span>12 simple rules for a retreat<\/span><\/a> | <\/span>leave your retreat with a to do list<\/span><\/a> | <\/span>every retreat needs a leader, but who?<\/span><\/a> | <\/span>retreats are no place for clowns<\/span><\/a> | <\/span>who should participate in a retreat?<\/span><\/a> | <\/span>retreat logistics: how long, what kind?<\/span><\/a> | <\/span>what should cpa firms discuss at retreats?<\/span><\/a> | <\/span>why do cpa firms conduct retreats?<\/span><\/a><\/p>\n<\/blockquote>\n

there are several keys to a successful merger:
\n read more →<\/a><\/p>\n","protected":false},"author":1339,"featured_media":46113,"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":[2271,3120],"tags":[297,1423],"class_list":["post-46111","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","tag-merger","tag-retreat","membership-content","access-restricted"],"acf":[],"yoast_head":"\nthinking of merging? discuss it at a retreat - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"thinking of merging? discuss it at a retreat - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2015-12-01t10:00:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-06-01t10:45:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"marc rosenberg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"marc rosenberg\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\"},\"author\":{\"name\":\"marc rosenberg\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069\"},\"headline\":\"thinking of merging? discuss it at a retreat\",\"datepublished\":\"2015-12-01t10:00:52+00:00\",\"datemodified\":\"2017-06-01t10:45:46+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\"},\"wordcount\":2009,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg\",\"keywords\":[\"merger\",\"retreat\"],\"articlesection\":[\"marketing & sales\",\"pro member exclusive\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\",\"url\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\",\"name\":\"thinking of merging? discuss it at a retreat - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg\",\"datepublished\":\"2015-12-01t10:00:52+00:00\",\"datemodified\":\"2017-06-01t10:45:46+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg\",\"width\":1600,\"height\":1067,\"caption\":\"two chess kings on a chessboard with other pieces in background\"},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"marketing & sales\",\"item\":\"\/\/www.g005e.com\/category\/marketing\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"thinking of merging? discuss it at a retreat\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069\",\"name\":\"marc rosenberg\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg\",\"caption\":\"marc rosenberg\"},\"description\":\"marc rosenberg, cpa, is a nationally known consultant, author and speaker on cpa firm management, strategy and partner issues.\",\"url\":\"\/\/www.g005e.com\/author\/marc-rosenberg\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"thinking of merging? discuss it at a retreat - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/","og_locale":"en_us","og_type":"article","og_title":"thinking of merging? discuss it at a retreat - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2015-12-01t10:00:52+00:00","article_modified_time":"2017-06-01t10:45:46+00:00","og_image":[{"width":1600,"height":1067,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg","type":"image\/jpeg"}],"author":"marc rosenberg","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"marc rosenberg","est. reading time":"10 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/"},"author":{"name":"marc rosenberg","@id":"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069"},"headline":"thinking of merging? discuss it at a retreat","datepublished":"2015-12-01t10:00:52+00:00","datemodified":"2017-06-01t10:45:46+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/"},"wordcount":2009,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg","keywords":["merger","retreat"],"articlesection":["marketing & sales","pro member exclusive"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/","url":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/","name":"thinking of merging? discuss it at a retreat - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg","datepublished":"2015-12-01t10:00:52+00:00","datemodified":"2017-06-01t10:45:46+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/chesskings_dollarphotoclub_47682117.jpg","width":1600,"height":1067,"caption":"two chess kings on a chessboard with other pieces in background"},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"marketing & sales","item":"\/\/www.g005e.com\/category\/marketing\/"},{"@type":"listitem","position":3,"name":"thinking of merging? discuss it at a retreat"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069","name":"marc rosenberg","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg","caption":"marc rosenberg"},"description":"marc rosenberg, cpa, is a nationally known consultant, author and speaker on cpa firm management, strategy and partner issues.","url":"\/\/www.g005e.com\/author\/marc-rosenberg\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/46111","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1339"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=46111"}],"version-history":[{"count":0,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/46111\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/46113"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=46111"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=46111"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=46111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}