Featured Monograph: How to Negotiate a CPA Firm Merger

Thousands of firms are seeking the only exit strategy available to them – merge into another firm.  And most firms over $5M have a voracious appetite to merge in smaller firms.  But most partners have never negotiated a merger.
Marc Rosenberg has more than 20 years of experience advising CPA firms on mergers and acquisitions.  This monograph answers the questions: How do you get started? What can you do before the merger to make sure it’s successful? What actually needs to be negotiated? 

Covered Topics Include:

  • Keys to a successful merger
  • Determining the cultural fit
  • 34 critical questions to ask
  • Which data should you review?

 

  • Deal breakers and
    non-negotiables
  • Key systems that must
    be agreed to 

 

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