Information Needed When Merger Discussed

By Ed Mendlowitz
“Tax Season Opportunity Guide“

QUESTION: What do you ask for when considering a merger?

RESPONSE: This is a “you show me yours and I’ll show you mine.” You should have this
information fairly well organized.

Also, look at it critically and try to imagine what a prospective partner would say, and how you would react if this were someone else’s information that were being presented to you.

Here’s a 23-item list:

Posted on December 9, 2013