Merger & Aquisition Checklist for CPAs
Merging with or acquiring a firm is an exciting moment of opportunity and growth. You’re joining forces with other CPAs who are as passionate as you when it comes to helping people with their accounting needs.
Oftentimes, these transactions involve a lot of paperwork and hoops to jump through, but there’s no need to stress if you’re prepared. Fill out the form below to receive the free checklist we created to help minimize risk exposures you may encounter with a merger or acquisition:
Merger and Aquisition Checklist for Accounting Firms
What’s Inside?
About The Author
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
Aon is the only entity endorsed by the AICPA to provide best-in-class risk solutions to AICPA members.
Aon is the only entity endorsed by the AICPA to provide best-in-class risk solutions to AICPA members.
Structuring the deal
Review of client acceptance and continuance procedures
Client Screening
Employment and ownership agreements
Claims and potential claims
and more...