I have worked with many firms to help them achieve the best merger whether they are acquiring or being acquired. It is a very intense, thorough, and sometimes gut-wrenching process.
You need to ask yourself and the merger candidate many questions and go through the process with your eyes and mind wide open.
I try to help my clients that are going through this process to advance steadily and comfortably. I feel since I have actually experienced the merger process personally several times at my own firm, that I can answer almost any question and be a calming and knowledgeable influence.
Here is an excellent interview of Allan Koltin by Russell Shapiro to give you some of the latest trends in the world of CPA firm M&A.
If you have any questions or want to talk about your situation don’t hesitate to contact me.