BONUS CHECKLIST: 13 ways to make your firm an attractive candidate.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
The smaller firm in a proposed merger should make an objective, realistic assessment as to whether or not merging upward is a good business decision.
MORE ON MERGERS: Mergers: Assessing Compatibility | What to Discuss at the First Merger Negotiation Meeting | 14 Provisions to Include in a Letter of Intent | Case Studies Reveal Potential LOI Issues | Want to Merge? Ask for Data | Merger Prep: Getting to Know You | The Merger Process in 21 Steps | Looking to Grow Your Firm? How to Find a Seller in Four Steps | 13 Reasons Accounting Firms Merge | Mergers 101: When Negotiations Aren’t Really Negotiations | 5 Steps to Take Before Merging
Every small firm evaluating the feasibility of merging should consider these questions in as much depth as possible: