10 Merger Hiccups for Partners

Don’t let the big event mess up your partner agreement.

Clearly, in a merger, many issues must be agreed upon between the two firms.

MORE: 14 Partner Agreement Issues in Mergers | Partner Agreement Issues Affecting Women | Quick Tip: Partners Investing in Clients | Non-Equity Partners: Why Have Them? | Why You Might Want an Executive Committee | Buyout When a Partner Dies | Why and How New Partners Buy In | A Crash Course in Partner Retirement/Buyout Plans
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Merger agreement issues that may affect the buyer’s partner agreement include these:

Posted on October 24, 2018

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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