Fourteen Merger Musts to Settle

It will be several months well spent.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

So, you’ve met a potential merger candidate. Great!

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But wait! Curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions:

Posted on September 9, 2026

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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