Second Edition

Two words describe the state of the merger market to a tee: EVERYONE’S TALKING. Buyers have a voracious appetite to merge in smaller firms and have few geographic limitations in their quest. Sellers, owned primarily by aging Baby Boomers, see merging up as their most likely exit strategy. Relatively few buyers or sellers have much merger experience, yet these deals will require some of the most important decisions in their professional lives.

Enter our book, CPA Firm Mergers: Your Complete Guide Second Edition, based on Marc Rosenberg’s 20 years of experience in the merger arena. Completely updated and revised in 2021 to focus on smaller firms merging into larger firms, from BOTH perspectives (buyer and seller) along with information on mergers of equals.

• The current state of the CPA firm merger market
• How sellers make their firms attractive to buyers
• Tips for preparing a great Letter Of Intent
• How to combat “deal fatigue”
• Tips for negotiating mergers
• Surprises that come at the end that threaten the deal

Other items include:

• 22 steps in merger process (ALL are critical)
• Assessing cultural fit
• Screening questions to ask buyers
• Screening questions to ask sellers
• What larger firms should expect to see from smaller firms & vice versa
• How to negotiate a merger – from both buyer and seller view
• 54 issues buyers should explore with sellers
• How do perform due diligence work
• Mergers of two solos: critical negotiation issues
• Merger implementation checklist

Toolkit

We are offering a proprietary toolkit that includes a dozen key documents from the book your firm can use. The toolkit comes in Word/Excel to make it easy for you to use immediately. The toolkit is available as a $95 add-on to your book purchase and includes:

Editable Resources – Word document to save you time typing up these useful pages

• Initial Screening Questions to Ask Sellers
• Initial Screening Questions to Ask Buyers
• Merger Implementation Checklist

High-Impact One-Page Excel document for editing and sharing

• Client List Worksheet

To order, choose a Toolkit option when adding to your cart.

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