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FMA2108 - FMA2108. CPA Firm Merger Process

Jul 29, 2021 9:30am ‐ Jul 29, 2021 10:45am

Standard: $49.00


Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a memo of understanding or letter of intent; due diligence; and the transaction agreement and signing of the partner/shareholder agreement. Determining and agreeing on the best criteria to achieve a successful merger is imperative to making the right decision at the right time. Developing a plan to guide the merger transaction and related checklists starting with selecting the best firm to partner and combine with and the ensuing pre- and post-merger activities, is crucial to a successful merger. 

Learning Objectives:
  • Develop and implement a merger strategy
  • Select the right M&A strategic goals and objectives that have the best potential of maximizing ROI and minimizing risk in the future
  • Compare and agree on the best criteria and steps to achieve a successful merger
  • Construct and negotiate the Letter of Intent
  • Construct and negotiate the details of the merger transaction, the merger agreement, and supplementary agreements


  • Joe Tarasco, CEO, Senior Consultant, Accountants Advisory Group LLP

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