here’s what you’re looking for: marc rosenberg
17 things you need to know before talking merger
the essential data needed for a sound merger evaluation process.
by marc rosenberg, cpa
start with…
1. financial statements for the last three years and the most current financial statements for current year.
then add: read more →
the 20-step cpa firm merger process
step 1: how to find the right candidate.
every merger is different, says marc rosenberg in how to negotiate a cpa firm merger. “it’s impossible to choreograph, from a to z, exactly how the process for all mergers will work.” in this 20-step roadmap, the milestones are laid out in the order they most commonly occur. each twist and turn has its own perils. and they don’t necessarily come in the same order every time.
13 lucky keys to a successful merger
learning how to to ask all the right questions.
accounting firms combine for a reason, or not at all. in fact, firms may need many reasons to merge. making sure the merger discussions end in a successful deal requires hard work, some compromise and not a small amount of luck. according to marc rosenberg in how to negotiate a cpa firm merger, it shouldn’t start with “love at first sight.” but it must start with at least 13 ingredients necessary for success. read more →
15 deal breakers that can kill a cpa firm merger
what’s the first sign a deal won’t work? you can’t agree on the name of the new firm.
marc rosenberg, author of how to negotiate a cpa firm merger, sees negotiations unravel for too many reason. some of the reasons are serious, others just seem ridiculous. for example, rosenberg recalls one deal failed when one side insisted on “requiring a positive attitude toward employees.” in most cases, one firm wants something, the other firm doesn’t, and the two can’t agree on how to resolve the conflict. sounds simple. it isn’t. here are 15 ways to make something that should be simple into something way too complicated. read more →