Plus how sellers should assess them.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
[Now Updated and Expanded]
Once sellers have created a list of firms they will consider as a merger partner, the first step is often to talk by phone or video call with the buyer and ask basic questions to determine if a get-to-know-you meeting makes sense.
MORE: 13 Reasons to Merge Up | Merger? The 100 Data Points You Need First | One Times Fees Isn’t the Only Way | Thinking Merger? First Ask Why. | Why Do You Want to Merge? Be Honest. | Four Reasons to Fear a Merger
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