{"id":54934,"date":"2022-01-01t00:00:21","date_gmt":"2022-01-01t05:00:21","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&p=54934"},"modified":"2024-03-04t06:01:33","modified_gmt":"2024-03-04t11:01:33","slug":"how-to-negotiate-a-cpa-firm-merger","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/how-to-negotiate-a-cpa-firm-merger\/","title":{"rendered":"cpa firm mergers: your complete guide [new & updated]"},"content":{"rendered":"
(not sold separately. available only as an add-on to your purchase)<\/strong><\/em><\/p>\n a dozen key documents to study, share, discuss, and customize.<\/p>\n word documents to save you time and trouble<\/p>\n excel spreadsheet:<\/p>\n cpa firm mergers: your complete guide<\/em> addresses all types<\/em> of mergers and all firm sizes<\/em>:<\/p>\n with what’s new, updated, and expanded<\/em><\/strong><\/span><\/p>\n 1: introduction<\/strong><\/p>\n do mergers work?<\/p>\n addressing all types of mergers<\/p>\n 2: the basics of merging<\/strong><\/p>\n why merge?<\/p>\n state of the cpa firm merger market (new)<\/span><\/em><\/p>\n what makes a firm most attractive<\/p>\n what makes a firm least attractive (new)<\/span><\/em><\/p>\n keys to a successful merger<\/p>\n major merger terms<\/p>\n nonfinancial terms (new)<\/span><\/em><\/p>\n how mergers can go wrong: what to watch out for<\/p>\n learning from actual merger experiences (new)<\/span><\/em><\/p>\n finding sellers<\/p>\n planting seeds (new)<\/span><\/em><\/p>\n 3: the merger process step-by-step<\/strong><\/p>\n the steps in the process (new)<\/span><\/em><\/p>\n deal breakers<\/p>\n non-negotiables (new)<\/span><\/em><\/p>\n what to expect from a good merger consultant (new)<\/span><\/em><\/p>\n 4: a startling revelation<\/strong><\/p>\n 1 times fees is a steal!<\/p>\n do the math<\/p>\n when paying more makes more sense<\/p>\n 5: before negotiations begin<\/strong><\/p>\n preparing a written description of your firm (new)<\/span><\/em><\/p>\n get-to-know-you meeting between buyer and seller<\/p>\n questions to ask right away (new)<\/span><\/em><\/p>\n data needed to evaluate a merger<\/p>\n client list (new)<\/span><\/em><\/p>\n now also included as a customizable worksheet in the bonus toolkits<\/span><\/em><\/p>\n 6: upward merger: from the seller’s perspective<\/strong><\/p>\n the three mental stages of merging up (new)<\/span><\/em><\/p>\n a word about negotiations<\/p>\n how to prepare to search for a buyer<\/p>\n why sellers are so anxious about merging up<\/p>\n initial screening questions to ask buyers (new)<\/span><\/em><\/p>\n now also included as a customizable practice aid in the bonus toolkits<\/span><\/em><\/p>\n how sellers should assess buyers (new)<\/span><\/em><\/p>\n how to make your firm attractive to buyers (new)<\/span><\/em><\/p>\n what\u2019s negotiable and what\u2019s not (new)<\/span><\/em><\/p>\n specifics the seller should expect (new)<\/span><\/em><\/p>\n data the seller should request from the buyer<\/p>\n questions sellers should ask buyers (new)<\/span><\/em><\/p>\n things that can turn off buyers (new)<\/span><\/em><\/p>\n 7: downward merger: from the buyer’s perspective<\/strong><\/p>\n why merging in small firms is such a fabulous deal<\/p>\n eleven reasons to merge in smaller firms<\/p>\n merging in a smaller firm: what larger firms should expect<\/p>\n initial screening questions to ask sellers<\/p>\n now also included as a customizable practice aid in the bonus toolkits<\/span><\/em><\/p>\n issues buyers should explore with sellers (new)<\/span><\/em><\/p>\n 8: mergers of equals (or near-equals)<\/strong><\/p>\n two reasons mergers of equals are rare<\/p>\n high-level issues both firms need to address<\/p>\n issues to negotiate and agree on (new)<\/span><\/em><\/p>\n 9: acquiring sole practitioners<\/strong> (new)<\/em><\/span><\/p>\n different types of transactions<\/p>\n critical issues to negotiate (new)<\/span><\/em><\/p>\n operating issues (new)<\/span><\/em><\/p>\n financial issues<\/p>\n 10: two-stage vs. one-stage mergers<\/strong>\u00a0(new)<\/span><\/em><\/p>\n when each deal is most common (new)<\/span><\/em><\/p>\n benefits of a two-stage deal (new)<\/span><\/em><\/p>\n words of caution (new)<\/span><\/em><\/p>\n 11: the letter of intent<\/strong> (new)<\/span><\/em><\/p>\n definition of letter of intent<\/p>\n steps that lead to issuance of an loi (new)<\/span><\/em><\/p>\n suggestions for preparing the loi (new)<\/span><\/em><\/p>\n what the loi should include (new)<\/span><\/em><\/p>\n loi comparison checklist (for sellers) (new)<\/em><\/span><\/p>\n 12: merger negotiations <\/strong>(updated)<\/em><\/span><\/p>\n what to address at merger negotiations (new)<\/span><\/em><\/p>\n deal fatigue (new)<\/em><\/span><\/p>\n tips for negotiating mergers (new)<\/span><\/em><\/p>\n 13: due diligence\u00a0<\/strong><\/p>\n due diligence defined<\/p>\n five steps in the due diligence process<\/p>\n six types of due diligence procedures<\/p>\n surprises at the end of negotiations that can threaten a deal (new)<\/span><\/em><\/p>\n 14: lateral partner hires <\/strong>(new)<\/span><\/em><\/p>\n 15: practice continuation agreements<\/strong><\/p>\n why we see so few<\/p>\n 16: implementing the merger<\/strong><\/p>\n merger implementation checklist (updated)<\/em><\/span><\/p>\n now also included as a customizable practice aid in the bonus toolkits<\/span><\/em><\/p>\n 17: merger nuances<\/strong> (new)<\/em><\/span><\/p>\n cherry-pick your merger partner<\/p>\n go out on top<\/p>\n employment offer to seller\u2019s staff<\/p>\n best practice: employee nonsolicitation agreements<\/p>\n when a buyer employs the seller\u2019s staff<\/p>\n de-merger clauses<\/p>\n so, should you do a merger?<\/p>\n appendices<\/strong><\/p>\n confidentiality and nondisclosure agreement<\/p>\n for consultants involved in the merger<\/p>\n sample letter to seller candidates<\/p>\n 卡塔尔世界杯常规比赛时间 commentator marc rosenberg is a nationally known consultant, author, and speaker on cpa firm management, strategy and partner issues. president of his own chicago-based consulting firm, the rosenberg associates, he is the founder of the most authoritative annual survey of mid-sized cpa firm performance statistics in the country, the rosenberg survey<\/em>, available here from the 卡塔尔世界杯常规比赛时间 store<\/a>. he has consulted with more than 700 firms throughout his 20+ year consulting career. accounting today<\/em> magazine annually acknowledges marc rosenberg as one of the 100 most influential people in the cpa profession and inside public accounting<\/em> has repeatedly recognized him as one of the ten most recommended cpa firm consultants in the country.<\/p>\n\n
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how mergers really<\/em>\u00a0 work<\/h3>\n
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the guide for every firm<\/h3>\n
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tackle the tough issues<\/h3>\n
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practical guidance on every page<\/h3>\n
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contents<\/h3>\n
about the author<\/h3>\n
marc rosenberg, cpa<\/strong><\/h4>\n