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mergers & acquisitions

think about this before issuing a letter of intent

generic business letter of intent

five items for the second meeting.

by marc rosenberg and peter fontaine
cpa firm mergers: your complete guide

for now, let’s define the letter of intent as a written offer made by the buyer to merge in or acquire the seller. (a thorough definition is given later in this post.) it is a relatively short, simple, non-binding offer, subject to

  • further negotiations,
  • performance of due diligence and
  • a formal vote by the buyer’s partners.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

before the loi is prepared

the first meeting was the “get-to-know-you” meeting. the purpose of this meeting was simply to introduce each firm to the other, give each a chance to “kick the tires,” get a feel for the personality and style of the other and to share some very basic information, all of which is designed to help each firm decide if they wish to go to the next stage. read more →

pro member exclusive

why do you want to be partner?

businesswoman sitting on table while talking with four coworkers

our expert council weighs in on preparation.

by martin bissett
passport to partnership

the skill in producing financial reports is limited by the quality of the information presented to the cpa by the client. the motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.

more by martin bissett
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sounds obvious, doesn’t it? but there’s a twist.
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pro member exclusive

accounting firms need marquee clients

businesswoman shakes client's hand across desk, both seated

look at your client base like a bell curve.

by domenick j. esposito
8 steps to great

every ceo i have interacted with over the years looks at the partner complement as those with basic accounting, auditing and tax skills and for brand extension and diversification into higher margin lines of business with advisory and consulting skills.

more by domenick j. esposito
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the best way for a firm to obtain maximum advantage of their relationships with clients and with attorneys, investment banks, private equity groups and industry peer groups is to have access to all of the firm’s capabilities.
read more →

featured video

haylett: redefine success in retirement | holistic guide to wealth management

the most dangerous day of retirement is a psychological challenge more than a financial one.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

when most people think about retirement planning, they picture spreadsheets and savings targets. but as dan haylett, author of the retirement you didn’t see coming and host of the humans vs. retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psychological. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“people focus on the numbers because they think that will solve all their challenges,” haylett says. “but retirement is a complex human problem. spreadsheets will not tell us who we are without a business card or what gets us out of bed in the morning.” 

read more →