Smaller, larger firms likely have different concerns.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
Mergers succeed in direct proportion to the effort made by both firms to
- ask lots of questions,
- agree on as many merger implementation issues as possible before the merger takes place and
- openly share as much of their “dirty laundry” as possible to minimize surprises.
MORE ON MERGERS: 14 Provisions to Include in a Letter of Intent | Case Studies Reveal Potential LOI Issues | Want to Merge? Ask for Data | Plant Seeds to Turn Up Merger Candidates | Looking to Grow Your Firm? How to Find a Seller in Four Steps
Don’t assume anything. When you sit down for your first merger negotiation meeting:
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