How to Negotiate a CPA Firm Merger

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Publisher :
ISBN 13 : 9781453852101
Total Pages : 78 pages
Book Rating : 4.8/5 (521 download)

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Book Synopsis How to Negotiate a CPA Firm Merger by : Marc Rosenberg

Download or read book How to Negotiate a CPA Firm Merger written by Marc Rosenberg and published by . This book was released on 2012-02-28 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt: Thousands of firms are seeking the only exit strategy available to them - merge into another firm. And most firms over $5M have a voracious appetite to merge in smaller firms. But most partners have never negotiated a merger before. Marc Rosenberg has consulted with firms on mergers for over 20 years. This monograph answers the questions How do you get started? What can one do before the merger to make sure it's successful? What actually needs to be negotiated?

CPA Firm Mergers and Acquisitions

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 194023512X
Total Pages : 272 pages
Book Rating : 4.9/5 (42 download)

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Book Synopsis CPA Firm Mergers and Acquisitions by : Joel L. Sinkin

Download or read book CPA Firm Mergers and Acquisitions written by Joel L. Sinkin and published by John Wiley & Sons. This book was released on 2016-11-07 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Chances are you’re looking to buy, sell, or merge your CPA firm. Owners at firms of all sizes are seeking solutions to fund retirements or grow their practices. And, CPA firm M&A activity is only going to increase in the coming years—new deals are announced almost daily. Fortunately, there are steps you can take right now to position you and your firm for success. Written with both buyers and sellers in mind, this comprehensive resource aims to ensure that both parties to a transaction achieve their goals. Authors and transition experts Joel Sinkin and Terrence Putney demonstrate that it is possible to arrive at a reasonable deal where retiring partners are paid a satisfying price for the practice they’ve built, remaining partners make more than they did before, and new owners take on a practice that is poised for continuing success and potential growth. Sinkin and Putney share their best advice on how to: Determine your firm’s value, Get to know your potential partner in a deal, Select a successor your clients will love, Structure alternative deals, Avoid roadblocks, Prepare a practice continuation agreement, Perform due diligence, Execute a win-win deal, and Time and plan for your transition. Each chapter concludes with an Action Agenda to help spur your planning. Plus, it includes a collection of practical tools to assist you through the process of buying, selling, or merging, including practice summary tools, an annual succession planning checklist, sample practice continuation agreement, sample client announcements, due diligence tools, and sample transition letters.

CPA Firm Mergers: Your Complete Guide

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Author :
Publisher :
ISBN 13 : 9781497339309
Total Pages : 158 pages
Book Rating : 4.3/5 (393 download)

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Book Synopsis CPA Firm Mergers: Your Complete Guide by : Marc Rosenberg

Download or read book CPA Firm Mergers: Your Complete Guide written by Marc Rosenberg and published by . This book was released on 2014-04-23 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete guide to CPA firm merger mania - the state of the merger market, major negotiation terms, checking out merger candidates, questions to ask, data to exchange, assessing cultural fit; steps to merger implementation.

CPA Firm Merger Strategies that Work

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Author :
Publisher : Irwin Professional Pub
ISBN 13 : 9780786301263
Total Pages : 192 pages
Book Rating : 4.3/5 (12 download)

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Book Synopsis CPA Firm Merger Strategies that Work by : August J. Aquila

Download or read book CPA Firm Merger Strategies that Work written by August J. Aquila and published by Irwin Professional Pub. This book was released on 1994 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Shows medium-size and smaller CPA firms how to make a researched merger work the first time, identify prospects, and complete the acquisition.

Identify, Acquire, Repeat: A Step-by-Step Guide to a Multi-Million Dollar Acquisition Strategy

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Author :
Publisher : Lulu.com
ISBN 13 : 1483473228
Total Pages : 273 pages
Book Rating : 4.4/5 (834 download)

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Book Synopsis Identify, Acquire, Repeat: A Step-by-Step Guide to a Multi-Million Dollar Acquisition Strategy by : Jason F. Griffith, CPA, CMA

Download or read book Identify, Acquire, Repeat: A Step-by-Step Guide to a Multi-Million Dollar Acquisition Strategy written by Jason F. Griffith, CPA, CMA and published by Lulu.com. This book was released on 2017-08-23 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: To succeed in business, you do not buy a company merely for the sake of acquiring it: You should look at the bigger picture. Yes, buying a business can be a way to grow your top line faster, boost cash flow, acquire great employees, eliminate duplicative expenses, increase your overall valuation, and much more........ Jason F. Griffith, a CPA, CMA and the founder of Yes If ..., a strategy and acquisition consulting firm in Las Vegas, shares a blueprint on how to identify, negotiate, and acquire businesses-over and over again. He also reveals how to: (1) find businesses in any industry to acquire, (2) get business owners to answer your phone calls, (3) respond to objections throughout the negotiation process, (4) acquire businesses with no money down, and (5) integrate an acquired business into an existing business. Get the guidance and expertise you need to develop an acquisition strategy which will allow you to buy companies, on favorable terms, with Identify, Acquire, Repeat.

Mergers and Acquisitions of CPA Firms

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Author :
Publisher : American Institute of Certified Public Accountants (AICPA)
ISBN 13 :
Total Pages : 174 pages
Book Rating : 4.E/5 ( download)

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Book Synopsis Mergers and Acquisitions of CPA Firms by : Nicholas J. Mastracchio

Download or read book Mergers and Acquisitions of CPA Firms written by Nicholas J. Mastracchio and published by American Institute of Certified Public Accountants (AICPA). This book was released on 1998 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Mergers & Acquisitions: Crushing It as a Corporate Buyer in the Middle Market

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Author :
Publisher : Rock Center Financial Partners, LLC
ISBN 13 : 1735052221
Total Pages : 314 pages
Book Rating : 4.7/5 (35 download)

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Book Synopsis Mergers & Acquisitions: Crushing It as a Corporate Buyer in the Middle Market by : Kevin Tomossonie

Download or read book Mergers & Acquisitions: Crushing It as a Corporate Buyer in the Middle Market written by Kevin Tomossonie and published by Rock Center Financial Partners, LLC. This book was released on 2020-05-25 with total page 314 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical, real-world advice and technical knowledge for corporate buyers who do M&A Did you ever do a search for the failure rate of M&A deals? Apparently, it’s high. In fact, there are many studies that say M&A deals tend to fail a majority of the time, especially for corporate buyers. But are these statistics really true? Because if the majority of deals fail, then why would anyone keep doing them year after year? Does anyone do them right? Actually, a lot of people do them right. But if you believe the statistics, there seem to be a lot more people doing them wrong. The question is, how can buyers do deals the right way, so that they don’t become just another statistic? This book answers that question and explains exactly how corporate buyers in particular can do deals the right way. Buyers who have the right mindset to approaching their deals, and a process that involves the right people with the right skills, are much more likely to have success in M&A. With that being said, this book contains practical real-world advice that has been applied in actual deals, and it provides the framework, best practices, and technical skills that are so important for executing successful deals and avoiding the failures. What’s Inside Part one of the book provides a basic overview of the M&A market. It then turns its attention to the corporate buyer and explains some of the more common reasons why deals tend to fail for corporate buyers. From there, it provides a framework for these buyers to develop their own playbooks for approaching and executing deals in a consistent, reliable, and repeatable way. Part two of the book begins to cover some of the more technical details that a buyer should know when doing a deal. It explains in detail how M&A deals are structured and negotiated. It also points out where buyers need to be careful as they negotiate, so that they’re choosing the right structures, keeping the economics of a deal fair, and aren’t taking on any unnecessary risks. Part three of the book explains how businesses are valued, with a focus on the middle market where many businesses are privately owned. It explains purchase price multiples, discounted cash flow analysis, and how to measure returns. It also explains how accretion and dilution are created from a deal and why that’s so important to a corporate buyer. Then, the book provides a framework so that buyers can use all of this information together in order to objectively decide for themselves what a business should be worth when negotiating a deal. Part four of the book covers some of the more advanced topics that buyers should be aware of when doing deals so that they don’t run into unexpected surprises after a deal has closed. This includes explaining what a quality of earnings is, why it’s important, and how it can affect a buyer’s view on the valuation of a business, as well as how to navigate the complexities of carve-outs, cross-border transactions, structuring earn-outs, and valuing intangible assets. From having an appreciation for the mindset and process that goes into executing deals, to understanding how they’re structured, negotiated, and valued, this book is intended to be the most useful, practical, and hands-on guide ever written for corporate buyers doing M&A deals in the middle market.

CPA Firm Merger Manual

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Author :
Publisher :
ISBN 13 :
Total Pages : 154 pages
Book Rating : 4.:/5 (53 download)

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Book Synopsis CPA Firm Merger Manual by : Eugene M. Cohen

Download or read book CPA Firm Merger Manual written by Eugene M. Cohen and published by . This book was released on 1986 with total page 154 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Mergers and Acquisitions

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Publisher : John Wiley & Sons
ISBN 13 : 0470135468
Total Pages : 415 pages
Book Rating : 4.4/5 (71 download)

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Book Synopsis Mergers and Acquisitions by : William J. Gole

Download or read book Mergers and Acquisitions written by William J. Gole and published by John Wiley & Sons. This book was released on 2007-07-20 with total page 415 pages. Available in PDF, EPUB and Kindle. Book excerpt: Supplemented annually to keep accountants up-to-date with the latest SEC requirements, this completely revised edition focuses on the entire process of Mergers and Acquisitions-—from planning through post-acquisition integration. Readers will find helpful step-by-step guidance on reviewing an acquisition candidate, setting up and implementing computer system transactions, accounting for the business combination, and tax compliance and regulatory considerations.

M&A Negotiations

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Publisher :
ISBN 13 : 9781596224094
Total Pages : 345 pages
Book Rating : 4.2/5 (24 download)

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Book Synopsis M&A Negotiations by : Aspatore Books

Download or read book M&A Negotiations written by Aspatore Books and published by . This book was released on 2006 with total page 345 pages. Available in PDF, EPUB and Kindle. Book excerpt: M&A Negotiations is an authoritative, insider's perspective on key strategies for representing and advising companies involved in an M&A event. Featuring partners and shareholders from some of the nation's leading firms, these experts guide the reader through the different phases of all types of mergers and acquisitions, detailing important laws, such as Sarbanes-Oxley, and offering forward looking tips on how M&A practices continue to change. These top lawyers reveal their advice on how to prepare a company for sale, how to conduct due diligence on a target company, how to negotiate a deal, and how to resolve potential disputes. From common client mistakes and components of client education to strategies for preparedness, including formulating effective integration plans and identifying red flags, these authors explain important factors in measuring successful transactions. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating an increasingly-relevant and rapidly-expanding area of law. Chapters include: 1. Hal N. Schwartz, Partner, McDermott Will & Emery LLP ? ?M&A Basics for the Real World?; 2. Peter J. Barrett, Partner, Bruce W. Raphael, Partner, and Jennifer N. Oswitt, Contract Attorney, Edwards Angell Palmer & Dodge LLP ? ?Structuring, Negotiating, and Consummating an M&A Transaction?; 3. Warren J. Casey, Esq., Partner, Pitney Hardin LLP ? ?Common Sense in Acquisitions?; 4. Stephen J. Coukos, Esq., Shareholder-Director, Gallagher, Callahan & Gartrell PC ? ?Let's Make a Deal: M&A Processes and Issues?; 5. DavidFoltyn, Partner, Honigman Miller Schwartz and Lohn LLP ? ?The Two Sides of M&A: Representing Buyers and Sellers?; 6. John B. Frisch, Chairman & CEO, Miles & Stockbridge PC ? ?No Such Thing as a Perfect Deal: Due Diligence and Negotiation Strategies?; 7. Stephen Fraidin, Partner, Kirkland & Ellis LLP ? ?Avoiding Litigation in M&A Transactions?; 8. Michael R. Koblenz, Partner, Mound Cotton Wollan & Greengrass ? ?Mergers and Acquisitions: A Closer Look at Due Diligence and Negotiation Strategies? Appendices include: 1. Appendix A: Agreement and Plan of Reorganization 2. Appendix B: Form of Reciprical Confidentiality Agreement 3. Appendix C: Legal Due Diligence Request 4. Appendix D: Confidentiality Agreement 5. Appendix E: Share Purchase Agreement Supplemental Provisions 6. Appendix F: Agreement and Plan of Merger 7. Appendix G: Asset Purchase Agreement 8. Appendix H: Confidentiality and Non-competition Agreement 9. Appendix I: Letter of Intent Short Form (Non-Binding) 10. Appendix J: Letter of Intent Longer Form/Non-Binding With Alternate Binding Language 11. Appendix K: Sample Stock Purchase Agreement (1) 12. Appendix L: Sample Stock Purchase Agreement (2) 13. Appendix M: Draft Letter Re: Offer to Purchase Shares

Merging Your CPA Firm

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Author :
Publisher : McGraw-Hill Companies
ISBN 13 : 9780071721530
Total Pages : 177 pages
Book Rating : 4.7/5 (215 download)

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Book Synopsis Merging Your CPA Firm by : Robert J. Gallagher

Download or read book Merging Your CPA Firm written by Robert J. Gallagher and published by McGraw-Hill Companies. This book was released on 1988-01-01 with total page 177 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Negotiated Acquisitions of Companies, Subsidiaries and Divisions

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Publisher :
ISBN 13 : 9781588521989
Total Pages : pages
Book Rating : 4.5/5 (219 download)

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Book Synopsis Negotiated Acquisitions of Companies, Subsidiaries and Divisions by : Lou R. Kling

Download or read book Negotiated Acquisitions of Companies, Subsidiaries and Divisions written by Lou R. Kling and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn the "shop secrets" that can help you negotiate the labyrinths of mergers and acquisitions. This masterful resource analyzes the relevant law and provides a strong dose of practice. It includes advice on structuring deals, negotiating agreements, identifying issues and solving the real problems that are likely to arise during the acquisition. The authors, skilled veterans of numerous corporate transactions, provide expert practical guidance, from the planning stages to post-closing.Negotiated Acquisitions of Companies, Subsidiaries and Divisions is divided into several parts: planning transactions and advising boards; general and special provisions of the acquisitions agreement; and special topics, such as LBOs and troubled companies. You'll find everything from basic corporate, tax and accounting considerations to detailed analysis of representations, warranties, covenants and closing conditions. Novices as well as experienced practitioners will benefit from discussions of: mergers of equals; cash election mergers; fairness opinions; Sarbanes-Oxley; special committees of disinterested directors; intellectual property concerns; due diligence; and much more. You'll also learn about the latest developments, including techniques for handling economic uncertainty and stock market instability.

Make the Deal

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Publisher : John Wiley & Sons
ISBN 13 : 1119163501
Total Pages : 327 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Make the Deal by : Christopher S. Harrison

Download or read book Make the Deal written by Christopher S. Harrison and published by John Wiley & Sons. This book was released on 2016-02-15 with total page 327 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive introduction to today's M&A strategies Make the Deal is a direct and accessible guide to striking a powerful M&A deal. Merging business, finance, and law, this insightful examination of M&A strategy is designed to help you understand M&A negotiations and the ways in which the final outcome affects your financial future. A general overview of an acquisition agreement framework segues into a more detailed discussion of different deal structures, including stock sales, mergers, asset sales, and complex structures, giving you the information you need to know when each one applies best in practice. You'll gain insight into real-world negotiations and the delicate balancing act that occurs as each party attempts to maximize value and minimize risk, and learn the potential pitfalls that can occur. Negotiation statistics and samples from actual contracts back the war stories throughout, and reinforce the idea that there's no single perfect solution. As a topic of study, M&A is constantly evolving; in practice, it changes at the speed of light. Staying ahead of the market is the single most critical element of making the best deal, and the strategy that worked for one deal most likely won't work for the next. Instead of simply providing a list of strategies that have worked in the past, this book shows you why they worked, so you can tailor your strategy specifically to your next deal. Learn how M&A contract terms affect economic outcomes Examine the techniques and mechanics of today's acquisition agreements Develop a legal framework that supports your business strategy Follow the ups and downs that arise in real-world cases A successful M&A transaction requires both attention to detail and a big picture view, combined with skill, intellect, and ingenuity. Make the Deal brings it all together to show you how to run the table and come away with a win.

Anatomy of a Law Firm Merger

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Author :
Publisher : American Bar Association
ISBN 13 : 9781590313770
Total Pages : 212 pages
Book Rating : 4.3/5 (137 download)

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Book Synopsis Anatomy of a Law Firm Merger by : Hildebrandt International (Firm)

Download or read book Anatomy of a Law Firm Merger written by Hildebrandt International (Firm) and published by American Bar Association. This book was released on 2004 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: This revised and updated edition provides you and your firm with the expert advice on what you need to consider when contemplating a merger.

Acquisition and Merger Negotiating Strategy

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Publisher :
ISBN 13 : 9780878560059
Total Pages : 368 pages
Book Rating : 4.5/5 (6 download)

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Book Synopsis Acquisition and Merger Negotiating Strategy by : Mark Strage

Download or read book Acquisition and Merger Negotiating Strategy written by Mark Strage and published by . This book was released on 1971 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt:

M&A Disputes

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Publisher : John Wiley & Sons
ISBN 13 : 1119331919
Total Pages : 390 pages
Book Rating : 4.1/5 (193 download)

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Book Synopsis M&A Disputes by : A. Vincent Biemans

Download or read book M&A Disputes written by A. Vincent Biemans and published by John Wiley & Sons. This book was released on 2017-07-31 with total page 390 pages. Available in PDF, EPUB and Kindle. Book excerpt: Navigate M&A accounting arbitrations with insider perspective M&A Disputes takes you inside the dispute resolution process to help you put together the many "moving parts" necessary to obtain a successful outcome. With deep insight from experts in the field—including valuable advice from the arbitrator's perspective—this book guides you through the entire process to explore the variables at work. The high volume of M&A transactions makes post-closing price adjustment provisions and accounting arbitrations a critical part of doing business. Yet, the field is opaque to non-practitioners and important issues can be easily misunderstood without specific knowledge and experience. A resulting award can make or break a transaction; an intimate understanding of the process's inner working can help you plan your position to the greatest advantage. This book explores the many factors that that contribute to a successful resolution across the entire transaction life cycle from contract negotiation through the dispute phase including due diligence, determination of the target net working capital, conception and closing of the purchase agreement, post-closing negotiation and dispute resolution, the impact of accounting practices, guidance, and documentation as well as relevant auditing concepts, and various facts and circumstances surrounding the target business and the transaction that need to be considered. M&A volume remains high and continues to result in large numbers of current and future post-closing M&A disputes. Clients rely on their attorneys and advisers to guide them through the process and counsel them toward a positive outcome. Those professionals will find that M&A accounting arbitrations carry a range of distinctions that require a specialized knowledge base to navigate correctly. This book provides real-world guidance from experts in the field, with invaluable insight for every stage of the process. Walk through the entire dispute resolution process from arbitrator selection through final award Understand how M&A agreement provisions impact the awarded amount as well as the options available to limit the scope of potential disputes and the "gaming" of the post-closing process by the counterparty Understand the nature of accounting estimates and guidance, their interaction with accounting arbitrations, and how to synthesize facts, circumstances, and GAAP into a persuasive argument to present to the accounting arbitrator Get situation-specific advice for different types of transactions Learn practitioner "dos" and "don'ts" from the arbitrator's perspective M&A Disputes provides transaction parties and their representatives an inside view at the transaction and commonly disputed items through the eyes of the arbitrator to provide them with uniquely valuable insight. In addition to being an invaluable tool for practitioners appearing before an accounting arbitrator, M&A Disputes also provides advice to would-be and experienced arbitrators alike to successfully resolve disputes that can be significant and complex.

Anatomy of a Merger

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Author :
Publisher : Law Journal Press
ISBN 13 : 9781588520005
Total Pages : 620 pages
Book Rating : 4.5/5 (2 download)

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Book Synopsis Anatomy of a Merger by : James C. Freund

Download or read book Anatomy of a Merger written by James C. Freund and published by Law Journal Press. This book was released on 1975 with total page 620 pages. Available in PDF, EPUB and Kindle. Book excerpt: Anatomy of a Merger is a guide to handling a corporate acquisition negotiation successfully. Topics include the basic acquisition agreement; bargaining techniques applicable to substantive issues, and more.