61 Things Buyers Should Explore with Sellers

Businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffeeEverything from reporting to décor.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

Here we list 61 issues with mergers and acquisitions, and additional items will undoubtedly arise on a case-by-case basis.

MORE: Why Merging in Smaller Firms Is Fabulous | Selling Your Firm? What to Expect | Merger? The 100 Data Points You Need First | Why Do You Want to Merge? Be Honest.
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

If a buyer pursued every one of these issues, it could take years to negotiate the deal and would ensure severe deal fatigue. So as you review this list, prioritize what issues are most important and customize these questions to the seller’s unique situation.