marc rosenberg, author at 卡塔尔世界杯常规比赛时间 - page 81 of 116

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 z, exactly how the process for all mergers will work. the steps in the process listed below appear in the order of how they commonly occur.

more on mergers: plant seeds to turn up merger candidates | looking to grow your firm? how to find a seller in four steps | 13 ways to screw up a merger | 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

but again, because all mergers are different, the flow of the steps might vary from merger to merger.

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who should participate in a retreat?

include the relevant folks – but no more than 15 unless you plan on breakout groups.

by marc rosenberg
cpa firm retreats

what to discuss at a retreat is important, but so is who will be doing that discussing.

firms naturally tend to limit participation to key people – the partners, plus professional staff such as the coo, firm administrator, marketing director and hr director – so that sensitive and confidential issues are more easily discussed. also, keeping the group small lends itself to better group participation and more fruitful discussions.

more on retreats: retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

on the other hand, there are benefits to involving others in the firm beyond the key people… if the objectives include five key items:
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mergers & acquisitions

how savvy growth firms attract the best 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. a buyer has to have this attitude:

more on mergers: looking to grow your firm? how to find a seller in four steps | 13 ways to screw up a merger | 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

every day of every year, at least one firm decides to test the merger waters. if our efforts to identify sellers are made continuously throughout the year, every year, sooner or later, we will find at least one interested merger candidate and probably more than one.

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retreat logistics: how long, what kind?

how often you gather plays a role.

by marc rosenberg
cpa firm retreats

the great majority of retreats i have facilitated over a period of 20 years have been one-and-a-half to two days long.

more on retreats:what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

consider these six factors when deciding the length of your retreat:

1. timing. resist the temptation to convene the retreat beyond a 9:00-5:30 or 8:00-5:30 work schedule. even though you may work many more hours than this back at the office, a retreat is different. most adults are not used to sitting in a classroom all day, and many find it quite draining. participants should be able to spend every minute of the retreat refreshed, sharp and engaged. so in planning your retreat, don’t count on more than 7.5 or 8 meeting hours per day. be sure to provide for an hour for lunch and two 15-minute breaks.

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looking to grow your firm? how to find a seller in four steps

bonus: a sample letter to send prospective sellers.

by marc rosenberg
cpa firm mergers: your complete guide

in all areas of mergers and acquisitions, it’s always much more difficult to find sellers than buyers. this is certainly true in the case of cpa firms.

cpa firm merger consultants and brokers can do a great job finding buyers, but they are limited in their ability to dig up sellers. this is because the vast majority of all mergers and sales take place when buyers or sellers who “know each other” get together on their own without the help of a consultant.

more on mergers: 13 ways to screw up a merger | 15 can’t-skip merger terms to decide | 14 keys to a successful merger | 13 reasons accounting firms merge | mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging

one way to identify sellers is to do a snail mail solicitation. here’s the four-step process:
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