CPA Firm Mergers: 8 Critical Issues in Deals among Equals

And 23 additional details to hammer out.

All things being equal, in a merger between firms of relatively equal size and weight, not all things are equal. Here Marc Rosenberg, author of CPA Firm Mergers, lists the thorniest questions that crop up most frequently.

The Most Critical Issues

Posted on June 23, 2014

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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