Keep mergers on track.(CPA firm mergers)(checklist)

Mergers are complex processes that may derail unless the two entities forge a common path. Whether a CPA firm is merging with another firm or consulting with a client that's considering it, a simple checklist will help facilitate the process. Before sealing a deal, the parties should think about their long-term plans and address--in detail--all aspects of financial, product, plant, timing and human resources responsibilities.

Will you be better off "married"? Whether your firm is thinking about merging or is assisting with a client merger, the first order of business is to be sure such a move is in the entities' long-term interest. To gain that understanding, the parties …