here’s what you’re looking for: marc rosenberg

management

the 21 steps in every merger deal

checklist: for every step in the merger negotiations, there’s a possible misstep.

by marc rosenberg
cpa firm mergers

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. most steps occur in the same order from one deal to the next. but then, all mergers are different. your mileage may vary.

still, there are at least 21 steps that need to happen. and one can’t happen without the other. take a look…

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management

the 13 big reasons firms merge

and 13 potential sticking points with conflicting agendas.

by marc rosenberg
cpa firm mergers

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. read more →

management

today’s 15 essential deal points in accounting firm mergers

with 5 specifics on price and 5 on compensation.

by marc rosenberg
cpa firm mergers

there can be an almost unlimited number of  terms that both sides in a merger of accounting firms can haggle over. and sometimes they do.

more on cpa firm firm mergers:  do cpa firm mergers really work?   |  6 steps to handle staffing problems in a merger  |  13 ways cpa firm mergers can go wrong  |  nuances and idiosyncrasies: the top 12 issues that complicate mergers  |  talking merger? the basic 7-item agenda for the first meeting  |  10 special implementation issues in a merger of equals  |  in merger talks: 13 essential questions small firms must ask larger firms

but these days, only 15 really matter. get past these 15 and you’re on track to close a reasonable deal. still, be warned: the devil’s in the details. read more →

mergers & acquisitions

do cpa firm mergers really work?

6 metrics to measure success. procrastinators’ 3 myths. and 5 steps you can’t skip.

by marc rosenberg
cpa firm mergers

as a generation of aging baby boomer partners marches towards retirement, thousands of firms are seeking the only exit strategy available to them – merge into another firm. thus has a voracious appetite for mergers been created at all size levels, particularly:

  • sellers who are sole practitioners (remember, 30,000 of the u.s.’s 45,000 aicpa-member firms are solos and a huge percentage of those are at an advanced age) and multipartner firms billing under $2 milllion a year.
  • buyers with annual revenues of $3 milion and more.

do mergers work?

well, that’s what doing a merger successfully is all about – asking the “right” questions.
look at the reasons why the merger was done in the first place and see if those goals were met.

good examples of the “right” questions: read more →