Thinking of Merging? Discuss It At a Retreat

Two chess kings on a chessboard with other pieces in backgroundBONUS 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: