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Key Integration Issues That Inhibit a Successful Merger

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Course Description

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. This session will look at the recurring integration issues that interfere with mergers realizing their full potential. Based on our experience of performing many mergers and integrations of CPA firms, large and small, we will spotlight other common and not-so-common reasons many firms that merge, for any reason, do not realize their full potential.

Learning Objectives

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.

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Learning Format 1.0 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory Business Mgmt & Org

Knowledge Level
Intermediate