The Merger Process in 21 Steps

PLUS: 15 potential deal breakers and non-negotiables. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide It’s important to understand the flow of the entire merger process. Every merger has its unique aspects. It’s impossible to choreograph, from A to … Continued

Plant Seeds to Turn Up Merger Candidates

You need to be on the lookout year round. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Firms that are serious about merging in smaller firms on a regular basis understand that doing mergers is all about planting seeds. … Continued

11 Merger Tips from Managing Partners

Sometimes the best voice is experience. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide As you might suspect, in 20 years of consulting to CPA firms, several dozen mergers of my clients have taken place. From time to time, … Continued

13 Ways to Screw Up a Merger

Bonus Checklist: 12 nuances and idiosyncrasies to anticipate. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide In the best case, mergers go smoothly. MORE ON MERGERS: 15 Can’t-Skip Merger Terms to Decide | 14 Keys to a Successful Merger … Continued

14 Keys to a Successful Merger

Most successful mergers take several months – or longer. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide So, you’ve met a potential merger candidate. Great! MORE ON MERGERS: 13 Reasons Accounting Firms Merge | Mergers 101: When Negotiations Aren’t Really … Continued

15 Ways to Attract Merger Partners

Bonus checklist: 17 minuses. Turn-ons and turn-offs. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide  What make a firm most attractive to a merger partner? MORE ON MERGERS: 13 Reasons Accounting Firms Merge | Mergers 101: When Negotiations Aren’t … Continued