11 Merger Tips from Managing Partners

a businessman with some jigsaw puzzle pieces in his handSometimes the best voice is experience.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

As you might suspect, in 20 years of consulting to CPA firms, several dozen mergers of my clients have taken place. From time to time, I meet with the managing partner of the firm that was my client and ask them how the merger went, what they would do differently and what advice they would give to firms contemplating a merger.

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Here are some choice morsels.