The 21 Steps in Every Merger Deal

Checklist: For every step in the merger negotiations, there’s a possible misstep.

By Marc Rosenberg
CPA Firm Mergers

It’s important to understand the flow of the entire merger process.

Every merger has its unique aspects. It’s impossible to choreograph, from A to Z, exactly how the process for all mergers will work. Most steps occur in the same order from one deal to the next. But then, all mergers are different. Your mileage may vary.

Still, there are at least 21 steps that need to happen. And one can’t happen without the other. Take a look…