Plus 13 ways to screw up a merger.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
In the best case, mergers go smoothly.
Exclusively for PRO Members. Log in here or upgrade to PRO today.
But we’re dealing with people, so sometimes things aren’t so neat. Some common pitfalls: READ MORE →
Seven tips for being a strong acquirer.
By Ira Rosenbloom
In today’s hyperactive CPA firm M&A market, buyers are circling many of the same opportunities. Private equity and alternative investors can often offer more cash but that doesn’t mean they always win – or that the highest offer does.
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Securing the deal you want depends on the right ingredients for a strong outcome. Based on our knowledge of the success factors for winning, we offer the following recommendations – especially if you are a more traditional acquirer:
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Protect your credibility and career options by responding with calm, connection, and purpose.
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Accounting Voices
With Rob Brown
An email arrives. A town hall appears on the calendar. Leaders begin using words such as “merger,” “sale,” “new ownership,” “restructuring,” or “strategic reset.”
Suddenly, the change that once felt theoretical becomes personal.For accounting professionals, these announcements can trigger immediate questions about job security, leadership, culture, client relationships, and the future of the organization. Some people freeze. Others panic, withdraw, overshare, or rush to update their LinkedIn profiles.
But this episode of Accounting Voices argues that change itself does not necessarily damage careers. How people respond to it often matters more.
As private equity investment, mergers, leadership turnover, technology pressures, and evolving business models reshape the profession, the ability to cope with uncertainty is becoming a career-defining skill. Professionals who remain composed, connected, and useful during periods of disruption can strengthen their reputations and create new opportunities.
The episode outlines four practical moves for navigating the days and weeks after a significant announcement.
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!
Exclusively for PRO Members. Log in here or upgrade to PRO today.
But wait! Curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions: READ MORE →
Check your motivation, then create your strategy.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
Why do firms merge?
Whether you’re looking to acquire a smaller firm, merge upward into a larger one or join forces with an equal, answering this basic question honestly and objectively is key to laying the groundwork for a successful merger.
Exclusively for PRO Members. Log in here or upgrade to PRO today.In the chart below, the main reasons that firms seek mergers are listed. Some of these objectives will benefit all parties across the board, while others provide the greatest advantage to one or the other of the merger partners based on their unique situation.
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