Key Integration Issues That Inhibit a Successful Merger Webinar

Obtain valuable insight into the common missteps often experienced when two CPA firms merge. Learn what those missteps are and how to avoid them to produce the best possible outcome for both firms, their staff and clients.  
Highlights
*How to use the due diligence process to identify potential integration roadblocks*Retaining key employees before and after merger, and taking appropriate action when they leave*Establishing roles and responsibilities for the leaders of the acquired firm* Mapping and transitioning partner/employee compensation, benefits and personnel policies*Addressing gaps in billing rates and procedures, professional practices and quality standards*Transitioning client responsibilities and utilization of merging personnel*Avoiding the “conqueror” and “conquered” mindset*Identifying, implementing and capitalizing on best practices from the acquired firm*Identifying the commonalities or differences in the respective cultures of the two firms*Determining success probabilities based on due diligence and dialogue between two firms*