When is a Merger the Right Answer?

August Aquila, Vice President of Mergers and Acquisitions for American Express Tax and Business Services, presented an interactive workshop at AccountingWEB on Tuesday, September 5, from 4 to 5 p.m. Eastern time.

The workshop, "Consolidation in the Medium Sized Firm," will included a discussion of the following topics:

Consolidation survival checklist
Consolidation options
Why consolidate?
Basic consolidation rules
How to compete in a consolidation environment

Read the full transcript of this extremely informative workshop and learn about how merging decisions are made, things to consider when mixing cultures, giving up control with a consolidation occurs, creating strategic alliances, creating additional value for your clients, combining work ethics among consolidating firms, making sure clients are served appropriately, and more.

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Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.