BONUS: Ten surprises at the end of negotiations that can threaten a deal.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
The scope of due diligence will differ depending on the deal and should be tailored appropriately. The letter of intent issues, combined with the six areas outlined here, result in a comprehensive list of due diligence procedures that should serve the needs of most CPA mergers.
MORE: Why Solo CPAs Need PCAs | Where Mergers Go Wrong | What Your Merger Letter of Intent Needs | 61 Things Buyers Should Explore with Sellers | Thirteen Ways to Woo Potential Firm Buyers | One Times Fees Isn’t the Only Way | Four Reasons to Fear a Merger
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The six types of due diligence are financial and operational, clients and services, technical product and work quality review, personnel, risk management and legal.
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