Daily Archives: November 7, 2014

Early Data Exchange Vital to Evaluate a Merger

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Three possible outcomes from trading numbers early.

By Marc Rosenberg
CPA Firm Mergers

I have always been a big believer in the buyer and seller exchanging financial and operating information as early in the process as possible.

MORE ON CPA FIRM MERGERS: Deciphering the Current State of the CPA Firm Merger Market | The Law of Attraction: 15 Ways to Romance a Merger Partner | The 14 Keys to a Successful Merger | Mergers: 11 Lessons from Done Deals | The 21 Steps in Every Merger Deal | Today’s 15 Essential Deal Points in Accounting Firm Mergers

Numbers aren’t everything, but they do speak volumes. The data enable each firm to gain an understanding of the other in a manner that is not always possible in conversation.

The data is also a good way to corroborate things that are said verbally. Here are some examples: READ MORE →

Partners Have Love-Hate Relationship with Leadership

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Aquila leadership context modelBy Robert J. Lees, August J. Aquila
and Derek Klyhn
Creating the Effective Partnership

Regardless of their ownership structure, most firms either operate as partnerships or would prefer to operate as partnerships.

The tensions between being a business and the loss of the values and ethics of being a partnership feature strongly in our research.

But accounting firms are different from their corporate counterparts in a number of ways, which impact their functioning and, therefore, their leadership. READ MORE →