The Merger Process in 21 Steps

Numbered bleacher stairsPLUS: 15 potential deal breakers and non-negotiables.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

It’s important to understand the flow of the entire merger process.

Every merger has its unique aspects. It’s impossible to choreograph, from A to Z, exactly how the process for all mergers will work. The steps in the process listed below appear in the order of how they commonly occur.

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But again, because all mergers are different, the flow of the steps might vary from merger to merger.