Step 1: How to find the right candidate.
Every merger is different, says Marc Rosenberg in How to Negotiate a CPA Firm Merger. “It’s impossible to choreograph, from A to Z, exactly how the process for all mergers will work.” In this 20-step roadmap, the milestones are laid out in the order they most commonly occur. Each twist and turn has its own perils. And they don’t necessarily come in the same order every time.