Video: 5 Priorities for Your First M&A Meeting

Whether you're exploring a sale, planning for succession, or evaluating growth through acquisition, your first merger meeting sets the tone for everything that follows.

In this quick video, Ira Rosenbloom shares 5 priorities every CPA firm leader should focus on to start M&A conversations the right way—from building trust to surfacing real alignment (and avoiding the wrong kind of surprises).