Eight ways to derail a merger.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
As you will see from reading these examples of issues I have seen arise at second meetings, touchy or sensitive items are much more easily dealt with before the letter of intent is prepared than after.
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The discussion at this second meeting steers the parties closer to a mutually acceptable transaction in the direction that the seller is looking for, thus minimizing contentious issues that often arise when an LOI is issued that amounts to a “stab in the dark” by the buyer.
Here are some agenda items for second meetings I have recently led:
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