Sales, Purchases and Mergers of Accouting Practices

Many practitioners consider selling, buying or merging their practice. For many, their transaction will be the first and perhaps the only such transaction in their professional lives. Many practitioners are seduced into believing that they “should be able to do it ourselves” only to waste their time because they lack a process. This inexperience often leads to arrangements that don’t work and result in costly disappointments.

Based on Mort's many years of experience in this area, he can assist you to:

• Develop a strategy

• Evaluate specific opportunities

• Negotiate arrangements

• Design implementation plans

• Address problem situations

Sample sales, purchases and mergers issues:

• Differing practices

• Integrating partners and staff

• Setting a reasonable price and terms

• Management of the new entity