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A list of 21 issues to consider.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

When considering a merger of sole practitioners, there are numerous critical issues to negotiate. Twenty-one, in fact.

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1. Method/system for splitting the profits. Keep in mind that if you devise a system that essentially revolves around making each solo a profit center, as if they still had their own firms, it will tend to discourage the two of you working together as one firm.
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How about an executive committee from both firms?

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide 

Mergers of equals or firms close to equal (some call these sideways mergers) are much less common than mergers in which there is a clear survivor. But they do occur.

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Quite simply, there are two reasons mergers of equals are uncommon:
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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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