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M&A Integration Strategies for Accounting and Advisory Firms

Deal making is hard, but integration following a merger or acquisition is even harder.

Are you capturing the real value of M&A Integration?

We help both buyers and sellers of accounting firms to navigate successfully through the transition process to maximise the value of M&A.

We have the experts to help you with M&A Integration

Our specialist advisors will guide you through the transition with a calm and steady approach to take the stress and anxiety out of the process.
Download The 2018 Accounting M&A Integration Report

 

Our Services

MergeAssist helps accounting and financial advisory firms navigate the complexities of Merger, Acquisition and Demerger restructuring and performance, both before and after the deal. We provide direct support in relation to team integration, client transition, technology integration, services development, workflow management, strategic direction and project management. Our specialist advisors will steer you through the transition with a calm and steady approach to  maintain continuity and maximise value.

People

Disruption during M&A can have a significant effect on your people. When there’s uncertainty about roles and responsibities, motivation and engagement declines. To avoid lost productivity, it’s essential to establish a formal process for transition of staff to the exciting new environment.

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Clients

To get true value from the deal, client transition needs to be managed in a way that minimises disruption to relationships and maximises opportunities to add value. A formal transition program will quickly engage incoming clients and identify all those ‘hot spots’ that need quick attention.

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Technology

Integration of hardware and software systems is essential for effective leverage of client relationships and workflow. A formal IT audit will help to identify the key steps and priorities for integration and put in place an implementation plan that incorporates both technology and training.

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Workflow

Key immediate benefits of workflow evaluation, streamlining and integration to help maximise capacity and leverage are often neglected during the transition process. Our analytical tools will quickly help identify how you can simplify and integrate workflow processes to improve throughput and minimise disruption.

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Strategy

A clearly devised and articulated strategy around ‘pre’ and ‘post’ Mergers, Demergers and Acquisitions provides clarify and direction for all stakeholders. It’s essential to overcome the emotional barriers associated with previous culture, systems and processes and move forward positively.

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Projects

No matter how well you plan, challenges and issues will always arise following M&A. Through our Integration Management Office and M&A Mentor Program, we’ll support you in making informed decisions at every stage of the Firm’s direction – a precise implementation of a Merger, Demerger or Acquisition.

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Knowledge

Value and Post Merger Performance

Research suggests that up to 75% of mergers and acquisitions consistently fail to deliver the expected results to their stakeholders. It’s critical...
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How to value a CA firm – Back to basics

Forget the valuation, sale terms are where mergers and acquisitions are won or lost. In brief Accounting practices are fetching record prices due to...
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CA Networks announce partnership

Chartered accounting mid-tiers UHY Haines Nortons and Sothertons are set to partner in a bid to boost national and international service lines. The...
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Key risks with client transition in small purchases

When buying (and selling) client fees, it’s clearly in the best interests of both parties to make the transition as gentle as possible for the...
continue reading

Cultural Fit – Serious vetting for M&A

In any M&A situation, there are many organizational aspects requiring careful assessment, but perhaps the most commonly overlooked and...
continue reading

Accounting firm M&A activity on the rise

Accounting firms that refused to succumb to the allure of financial planning have never looked better. Nothing reinforces the value of a good...
continue reading

Key risks with client transition in small purchases

When buying (and selling) client fees, it’s clearly in the best interests of both parties to make the transition as gentle as possible for the...
continue reading

Transitioning staff during a merger or acquisition

You’ve finalised the buy or merge agreement and now have to consider how the transition process will work. Clearly, staff retention is a key issue,...
continue reading

CA Networks announce partnership

Chartered accounting mid-tiers UHY Haines Nortons and Sothertons are set to partner in a bid to boost national and international service lines. The...
continue reading

Transitioning staff during a merger or acquisition

You’ve finalised the buy or merge agreement and now have to consider how the transition process will work. Clearly, staff retention is a key issue,...
continue reading

Cultural Fit – Serious vetting for M&A

In any M&A situation, there are many organizational aspects requiring careful assessment, but perhaps the most commonly overlooked and...
continue reading

Accounting firm M&A activity on the rise

Accounting firms that refused to succumb to the allure of financial planning have never looked better. Nothing reinforces the value of a good...
continue reading