Thinking of Merging? Discuss It At a Retreat

BONUS CHECKLISTS: 9 major merger terms. 13 typical steps in the process. Plus questions to consider in upward and downward mergers.

By Marc Rosenberg

One possible topic for a retreat is a potential merger, whether upward or downward.

MORE ON RETREATS: How to Take Action After a Retreat | 12 Simple Rules for a Retreat | Leave Your Retreat With a To Do List | Every Retreat Needs a Leader, But Who? | Retreats Are No Place for Clowns | Who Should Participate in a Retreat? | Retreat Logistics: How Long, What Kind? | What Should CPA Firms Discuss at Retreats? | Why Do CPA Firms Conduct Retreats?

There are several keys to a successful merger:

Posted on December 1, 2015

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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