surveys & research

merger? the 100 data points you need first

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meeting of six peoplethe finer points of getting to know one another.

by marc rosenberg
cpa firm mergers: new and updated

before negotiations begin, it is very helpful for merger partners to prepare a one-page, written description of their firms. this advice is for both the buyer and the seller.

more: one times fees isn’t the only way | thinking merger? first ask why. | why do you want to merge? be honest. | four reasons to fear a merger
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at the risk of offending some of you, we have found that when firms initially describe themselves, the person doing the listening does a terrible job taking notes. none of our memories are as good as we think they are. because in almost all cases, each firm will soon be describing the other to their partners, it’s always best to follow up the oral description of your firm with something in writing.

what follows is:

  1. what the written firm description should include (12 items)
  2. get-to-know-you meeting between buyer and seller (the agenda)
  3. sample firm description
  4. the get-to-know-you meeting cheat sheet
  5. key questions for the first meeting (43 items)
  6. 20 questions to ask right away
  7. the data needed to evaluate a merger
  8. financial and operating data to exchange (58 items)
  9. client list (with 9 items for each)

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hurling satellites into space without rockets

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yes, nasa has a plan for that.


watch how spinlaunch flings payloads into space.

by rick richardson
technology this week 

every satellite put into orbit in the history of spaceflight has relied on rockets. now a company called spinlaunch is celebrating the first successful test launch for its kinetic launch system, a method that instead uses a massive accelerator, larger than the statue of liberty and powered by an electric centrifuge, that flings a payload into space like a discus.

more in tech:  the big issues in audit: frustration, inconsistency, and technology |  why doing nothing is not an option   |  the key that unlocks client advisory services | new insights on emerging technologies and people issues

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nasa has noticed, and is climbing on board with a testing program,

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the key that unlocks client advisory services

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man looking at 5 keyswhich of the five types will you deploy?

coming soon:
profit in disruption
a special report by gary bolinger.
click here to be notified when it’s ready.

by gary bolinger
profit in disruption

an annual strategic review is key to a structured advisory services practice. the review provides an annual event where everyone’s attention is focused.

more: if you can’t explain it, no one will buy it | the three types of advisory services clients need today | you can’t separate the business from the client | tell managers what ownership means | clients: what accountants don’t understand | why accountants fail at consulting
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the review can follow the annual financial report or precede when budgets are being put together. the annual strategic review articulates and confirms your strategic role. and make no mistake, the annual strategic review delivers a process to secure recurring fees and upon which to hang your advisory hat. the client receives a copy of the plan and then the fun starts when you support them in the implementation of their plans, one project at a time and one action at a time. billable time.
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keep clever from turning fraudulent

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turn stress testing into a profitable revenue stream.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

for the extremely wealthy, financial stress testing is quite common. just consider the following case.

more: six benefits of family offices | how to profit by being a thought leader | the best wealth coaching candidates | opportunities within covid-19 | clients who prefer obscurity | four steps of stress testing | the smart way to handle financial products
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a super-rich individual (net worth = $500 million or more) asked us to examine a tax mitigation strategy he was using. he was quite proud of how ingenious it was and how well it worked. the complication was that some of his business dealings were under scrutiny, and he wanted to make sure his wealth planning would not cause any problems. as part of this tax strategy, he had done several things:
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the seller’s guide to getting the best price for your firm

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featuring ira rosenbloom, cpa (lr), “the merger master”

a 卡塔尔世界杯常规比赛时间 flash briefing: rapid-fire 30-minute how-to, followed by an all-questions-answered discussion with participants.

stream the video or listen to the podcast: follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with rick telberg
for 卡塔尔世界杯常规比赛时间 

cpa firm m&a advisor ira rosenbloom presents “the seller’s guide to getting the best price for your firm,” a flash briefing webinar hosted by rick telberg for 卡塔尔世界杯常规比赛时间.

pro members: get the top take-aways, the transcript, and the slide deck download, with a bonus “12-point checklist for seller readiness:”

goprocpa.compro members: log in here or 2022世界杯足球排名 today.

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