thirteen ways to woo potential firm buyers

man writing in notebookplus how sellers should assess them.

by marc rosenberg
cpa firm mergers: your complete guide
[now updated and expanded]

once sellers have created a list of firms they will consider as a merger partner, the first step is often to talk by phone or video call with the buyer and ask basic questions to determine if a get-to-know-you meeting makes sense.

more:13 reasons to merge up|merger? the 100 data points you need first|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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the forms below are good cheat sheets.