What to Discuss at the First Merger Negotiation Meeting

Four businesspeople greeting each otherSmaller, 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

  1. ask lots of questions,
  2. agree on as many merger implementation issues as possible before the merger takes place and
  3. 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: