Thinking Merger? First Ask Why.

Businesswoman walking up stairsKeep your deal-breakers and must-haves to a minimum.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

It’s important to understand the flow of the entire merger process. Always start with the big picture before getting into the details.

MORE: Why Do You Want to Merge? Be Honest. | Four Reasons to Fear a Merger
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Every merger has its unique aspects. It’s impossible to choreograph from A to Z exactly how the process for each merger will work.

The steps in the process listed below appear in the order of how they commonly occur.