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 negotiations | 5 steps to take before merging
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 →
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 really negotiations | 5 steps to take before merging
these apply to all types of mergers. read more →
bonus list: a 12-point look at the merger market.
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.
more on mergers: mergers 101: when negotiations aren’t really negotiations | 5 steps to take before merging
plus how to handle partners who want to opt out.
by marc rosenberg
retirements & buyouts
how do mergers impact a firm’s partner retirement plan?
more on buyouts: why 30% of cpa firm retirement plans are defective | are partner buyout plans just ponzi schemes? | clawback and how to handle it | can partners compete after they leave? | disability is far more complex than death | mandatory retirement? 4 reasons the firm comes first | how to transition clients from retiring partners | vesting can cover part-timers, too | eat what you kill? then maybe ‘book of business’ is for you | the multiple of compensation method, fully explained | 5 points to consider when paying out goodwill | how to set terms and limits for goodwill payouts | 4 ways to decide how to pay out capital
these suggestions propose verbiage that could be included in the firm’s partner agreement: read more →
and a merger is really an acquisition. plus: the six top issues in the negotiations.
by marc rosenberg
cpa firm mergers: your complete guide
at some point, many cpa firms and sole practitioners will be in a position to consider a merger.
more: covid drives new m&a trends | when managing partners can’t | don’t let exiting partners double dip | the 13 signs you have a partner problem | covid-19, adversity and innovation | networking for fun and profit | why consultative selling works | eleven ways to jump-start your covid comeback | how covid impacts partner retirements | three tough questions in partner buyouts | is mandatory retirement a best practice? | covid-19: how your firm can respond | reward partners for performing like partners | checklist for implementing a merger | practice continuation agreements and why solos need them | how to merge sole practitioners | 13 questions between merger equals | thinking ‘downstream’ merger? check these 25 potential problems first
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