By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
I have always been a big believer in the buyer and seller exchanging financial and operating information as early in the process as possible. Numbers aren’t everything, but they do speak volumes. The data enables each firm to gain an understanding of the other in a manner that is not always possible in conversation.
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The data is also a good way to corroborate things that are said verbally.