7 Phrases Every CPA Leader Should Listen for in M&A Talks

When CPA firms begin discussions about merging or combining, they almost always focus on economics, financials, and control. Those issues matter—but they’re only part of the equation.

Successful combinations start with candid, early dialogue about what life will look like after the ink dries. And certain phrases can reveal a great deal during those conversations—either strengthening confidence or signaling troubles ahead.

In a May 2026 article for CPA Practice Advisor, Ira Rosenbloom outlined 7 key phrases to listen for—and what they may indicate about the readiness and compatibility of a potential partner.

Read article (no login required).