Mergers

Many firms across the country that previously declared no interest in merging are now actively engaged in merger discussions with other firms. According to the AICPA 2016 succession survey:

• 35 percent of the CPA firm owners surveyed by the AICPA will retire by 2020
• In the next five years, data show that 57.5% of the firms said they would have one-quarter or more of their ownership in transition and 27.8% will have half or more of their ownership in transition

A merger, if planned and executed well, will provide substantial advantage for the merged firms and their respective staff and clients. A merger of any kind - upstream merge, merger of equals, merger for succession, merger for practice development or niche acquisition - requires a significantly different form of investigation and analysis than an acquisition or sale.

• What is driving the merger mania?
• Why consider a merger?
• Finding that perfect match
• Merger agreement and structures
• Potential Pitfalls

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