BONUS CHECKLIST: 12 benefits.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
While selling to a larger firm may ultimately be the most viable succession plan available to a small firm, the prospect of the merger creates a great deal of anxiety among small firms nonetheless. The larger firm’s sensitivity to these concerns is critical for a successful meeting of the minds during the negotiation phase.
MORE ON MERGERS: Mergers: Assessing Compatibility | What to Discuss at the First Merger Negotiation Meeting | What to Ponder Before Issuing a Letter of Intent | Want to Merge? Ask for Data | Merger Prep: Getting to Know You | Looking to Grow Your Firm? How to Find a Seller in Four Steps | 13 Ways to Screw Up a Merger