merger checklist: 34 action steps

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there are a lot of decisions to make.

by marc rosenberg
cpa firm mergers: your complete guide

most firms find that it takes three to four years to fully implement a merger. but during the first few months after the effective date of the merger, there are quite a few administrative and procedural things that need to be attended to immediately.

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most firms try to get as much of a head start as possible, before the effective date of the merger.