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Podcast: Financials Are Important, But Don't Forget a Well-Designed Integration

Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful transaction. Equally as important to the deal terms is having a well-planned integration plan.

Ira Rosenbloom from Optimum Strategies sat down with PICPA editor Bill Hayes for this interview about priorities to consider to make practice integration more successful.

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