BONUS: a telephone screening form.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
Even though these questions are primarily intended for larger firms to ask smaller firms, some of the questions may be appropriate for the smaller firm to ask larger firms. These are general questions; based on your review of the other firm’s data, you will certainly have specific questions to ask in addition to those below.
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An important goal of these interviews is to get open, honest and brutally candid responses. At most firms, this is virtually impossible if you interview two or more partners together. Only rarely, where two or three partners appear to be “joined at the hip,” is it acceptable to do group interviews.
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