when a larger firm comes calling, a small firm rarely has much negotiating room. mostly, it’s a take-it-or-leave-it decision.
but increasingly, small firms are posing more probing questions.
marc rosenberg, in cpa firm mergers, suggests starting with a baker’s dozen 13. they are:
and 23 additional details to hammer out.
all things being equal, in a merger between firms of relatively equal size and weight, not all things are equal. here marc rosenberg, author of cpa firm mergers, lists the thorniest questions that crop up most frequently.
the most critical issues read more →
how a larger firm worries about the smaller firm’s issues.
mergers between larger cpa firms have their own special issues, as marc rosenberg, author of cpa firm mergers, discovered when he interviewed the partners of one of them. they are:
one question: for initial buy-in, should you write a check or transfer wip and a/r?
there’s a lot to worry about in any cpa firm merger deal. but in one deal between two small firms, when marc rosenberg, author of cpa firm mergers, interviewed one firm’s partners, he heard seven major issues. they are:
with a 32-point checklist.
by marc rosenberg
how to negotiate a cpa firm merger
since mergers happen between partners as much as firms, the partners of each firm must walk into the deal with eyes wide open. a structured interview process helps to produce open, honest and brutally candid responses. here are 32 questions you shouldn’t ignore. read more →