Merging with or acquiring another CPA firm has the potential to give you access to an expanded client base and new markets. However, for mergers and acquisitions of another CPA firm to be successful for all parties involved, owners/partners will need to perform thoughtful analysis and evaluation of the other firm.
What are the crucial considerations to be aware of? In this video, Raleigh Cutrer, CPA/PFS/ABV, Shareholder at Matthews, Cutrer and Lindsay, P.A., talks about five key areas to consider