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.

Read article and listen to the podcast (PICPA.org)