Mergers

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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