Many firms across the country that previously declared no interest in merging are now actively engaged in merger discussions with other firms. Barry Melancon, president of the AICPA, accurately forecasted a few years back that, "Between 2007 and 2017 there will be more mergers in our industry than in the previous 120 years combined."

A merger, if planned and executed well, will provide substantial advantage for the merged firms and their respective staff and clients. A merger of any kind - upstream merge, merger of equals, merger for succession, merger for practice development or niche acquisition - requires a significantly different form of investigation and analysis than an acquisition or sale.

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