When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other crucial elements that guide these important negotiations, and help make them more successful.
Optimum Strategies’ Chief Operating Executive Ira Rosenbloom sat down with the editor from the Pennsylvania Institute of CPAs (PICPA) for a behind-the-scenes look at the current M&A environment. The interview covered topics such as:
When and how should attorneys be involved?
How to assess and address issues such as firm name, personnel compensation, and client retention
Creating a vision for the negotiations beyond price
Examples of line-in-the-sand issues
Communications best practices