strategy

the 21 steps in every merger deal

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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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8 seconds into the future: meet generation z

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your new clients, new staff, new partners.

by hitendra patil
pransform inc.

have you ever watched a 5-year-old play on a tablet? it’s effortless. to them, it’s second nature.

born in 1995 or later, generation z makes up 26 percent of the united states population and is responsible for yearly spending of $44 billion.

but they may already be impacting the future of the accounting business in four important ways: read more →

the 13 big reasons firms merge

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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 →

all great strategy starts with “why”

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what do we want people to know, think or feel as a result of our internal communications efforts, and why? by bruce w. marcus the answers to these questions are the foundation for any communications activity, internal or external. they … continued

15 deal breakers and non-negotiables in mergers

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prepare for the unexpected.

by marc rosenberg
cpa firm mergers

potential deal breakers in a merger negotiation can crop up at any time – and unexpectedly. but here are 15 that seem to occur more often than others. in most cases, one firm wants something, the other firm doesn’t and the two can’t agree on how to resolve the conflict. be prepared. read more →