Merging in Sellers: What You Need to Know

Businessman wearing glasses, suit and serious expressionBuyer beware. Seriously.

By Marc Rosenberg
The Rosenberg Practice Management Library

Dramatic changes have swept the CPA firm merger market in the past few years. Because of the avalanche of sellers in the market, as well as the changes in strategic direction many buyers are taking, buyers are being much more selective than in the past.

MORE: 8 Ways Comp Systems Get Partners to Do What the Firm Needs | 7 Points of a Well-Crafted Partner Buyout Agreement | Take Yoda’s Advice on Strategic Planning | Buyers Name 20 Big Merger Turnoffs | Smart Tech Tips from Top CPA Firms | 15 Amazing Organizational Tactics to Manage a CPA Firm | Why Governing by Partner Ownership Is Bound to Fail
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This means that sellers who always thought that their fallback exit strategy was to sell to a larger firm may be in for a rude awakening.

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Marc Rosenberg

Marc Rosenberg at cpatrendlines.com

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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