CPA Firm Mergers: 18 Categories of Data to Divulge — Carefully

Dices cubes with the words SELL BUY on financial downtrend chartBy Marc Rosenberg
CPA Firm Mergers

Think of it as a second date. The first meeting was simply a “getting-to-know-you” encounter. But now the prospective merger participants, buyer and seller, are getting serious. They need to take the next step and exchange key performance indicators and financial and operating metrics.

There are at least 18 categories of data that need to be considered, each with it’s own peculiar in’s and out’s.
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