Checklist for Implementing a Merger

34 action steps. Got your signs and video camera ready?

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

Most firms find that it takes three to four years to fully implement a merger. But during the first few months after the effective date of the merger, there are quite a few administrative and procedural things that need to be attended to immediately. Most firms try to get as much of a head start as possible, before the effective date of the merger.