Thinking ‘Downstream’ Merger? Check These 25 Potential Problems First

Match expectations to reality.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

When checking out a downward merger candidate, do your due diligence.

MORE ON MERGERS FOR PRO MEMBERS: 12 Reasons to Merge In a Smaller Firm | 3 Factors That Always Affect Negotiations | What to Discuss at the First Merger Negotiation Meeting | Mergers 101: When Negotiations Aren’t Really Negotiations | 5 Steps to Take Before Merging

Here are the first 16 major issues to consider:

Posted on February 24, 2016

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

See more by Marc Rosenberg

His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

Click here for more by Marc Rosenberg

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.