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Key Integration Issues That Inhibit a Successful Merger LGKITIS1
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This session identifies why the success of financially solid and well planned mergers is often diminished because of poor execution. After the deal is done, the effective integration of the two firms is frequently left to chance.

When: 2:30 PM to 3:30 PM
Where: Webinar/Webcast
United States
Presenter: Lon M. Goforth
Contact: April Deneault
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Practice Management

Field of Study

Business Management & Organization

Credit:  1

Level:  Intermediate

Designed for:

Owners/partners of tax and accounting firms that are considering a merger, upstream or acquisition, for reasons of succession, growth or expansion of services.


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.


We will explore the following talking points:

  • 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


Price:  $49.00

Link to register:

Event Code:  8538


Acquire Acquiring Acquisition Affiliation Book Of Business Buy Buyer Buying Client Due Diligence Merge Merger Merging Pca Practice Continuation Sale Sell Seller Selling Succession Successor Transition Value Valuation Valuing

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