bonus: a sample letter to send.
by marc rosenberg
cpa firm mergers: your complete guide
in all areas of mergers and acquisitions, it’s always much more difficult to find sellers than buyers. this is certainly true in the case of cpa firms.
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cpa firm merger consultants and brokers can do a great job finding buyers, but they are limited in their ability to dig up sellers. this is because the vast majority of all mergers and sales take place when buyers or sellers who “know each other” get together on their own without the help of a consultant.
one way to identify sellers is to do a snail mail solicitation. here’s the four-step process:
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