
seven topics for the first negotiation meeting.
by marc rosenberg
cpa firm mergers: your complete guide
mergers succeed in direct proportion to the effort made by both firms to
- ask lots of questions,
- agree on as many merger implementation issues as possible before the merger takes place and
- openly share as much of their “dirty laundry” as possible to minimize surprises.
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don’t assume anything. when you sit down for your first merger negotiation meeting:
- start the meeting by confirming and agreeing on the agenda.
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