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Digital CPA Conference 2018

DCA1823 - Strategies to Deal with the Challenges of Successful Mergers - Before, During, and After the Deal Discussions

Dec 4, 2018 3:15pm ‐ Dec 4, 2018 4:30pm

Standard: $49.00


In his presentation Allan Koltin will explore items such as culture, change, technology, innovation, and leadership and share how firms have successfully dealt with these areas as part of a successful merger. His belief, based on 30 years of consulting firms through mergers, is that firms too often focus on the numbers (deal value) and don’t spend the necessary time and discussion on the areas that ultimately impact the success or failure of the merger.

In this session:

  • Learn what questions to ask to assess the cultural and strategic fit of a merger
  • Discussion on how to align the needs and wants of the buyer and seller
  • Strategies for tackling awkward or sensitive deal points
  • Techniques to ensure successful integration after the merger

Mergers can be an effective way to add niche markets to your practice or additional services, but only if the right match is found and merged in effectively. Learn from a leader in this area to gain effective strategies.


Tags: Leadership

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