Early Data Exchange Vital to Evaluate a Merger

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: