Check the checklist: 32 reasons for a merger or acquisition
QUESTION: I am getting ready to think about retiring. I don’t want to work forever, and have enough saved so I will be pretty well off when I retire. However, I would like to get the most that I could for my practice. I also would like my staff to not lose their jobs and for my clients to be well cared for.
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I am a sole practitioner with two part-time bookkeepers, two full-time CPAs and a full-time secretary/office assistant. I have an informal relationship with a larger firm where I refer business I can’t handle and they refer back smaller clients they do not want.