Templates
Mergers & Acquisitions
CPA Firm Merger and Acquisition Transition Plan Template
CPA Firm Merger and Acquisition Transition Plan Template
đź“Š

CPA Firm Merger and Acquisition Transition Plan Template

Streamline your CPA firm merger or acquisition with our comprehensive transition plan template, ensuring due diligence, legal compliance, and integration.
1
Evaluate and identify potential CPA firm for merger or acquisition
2
Perform due diligence on potential acquisition target
3
Approval: Partner's due diligence review
4
Negotiate terms and conditions of the deal
5
Prepare merger and acquisition agreement
6
Approval: Legal Counsel Review of Agreement
7
Obtain necessary regulatory approvals
8
Secure financing for the transaction
9
Plan for integration phase post merger or acquisition
10
Approval: Integration plan review by Steering Committee
11
Communicate with stakeholders about the upcoming change
12
Arrange for merging of systems, procedures and practices
13
Redesign company structure, roles and responsibilities if needed
14
Execute the merger or acquisition
15
Manage staff integration and provide necessary training
16
Approval: HR Staff Integration Plan Review
17
Implement new systems, procedures and practices
18
Monitor the impact of the merger/acquisition on business operations
19
Approval: Review of Business Impact by Executives
20
Address any arising customer concerns as a result of the merger