34 Steps to Implement a Merger

Your staff will be much more comfortable.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

Most firms find that it takes three to four years to fully implement a merger. But during the first few months after the merger’s effective date, there are quite a few administrative and procedural issues that need to be attended to immediately.

MORE: M&A: The Six Types of Due Diligence | Why Solo CPAs Need PCAs | Mergers: One Stage or Two?
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Most firms try to get as much of a head start as possible before the effective date.