1300 621 883 [AUS] | +612 8231 6526 [INT] info@mergeassist.com.au

Knowledge

Browse our knowledge base:

People

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 undervalued aspect of the due diligence process, is that of cultural fit.  Many within our industry are far more comfortable in...

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, especially staff who have client relationships and those who have critical knowledge of the way the firm you are buying...

Clients

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 clients involved in the exchange. After all, clients don’t choose to be ‘sold’ and they have every right to reject a new...

Strategy

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 move, announced to clients and staff yesterday, will see the two networks share access to resources and branding once...

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 accountant quite like a federal budget. Morrison’s announcement last week contained no less than 33 tax changes ranging from...

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 intense interest from financial planners. Cash is king. From a seller’s point of view, the more cash secured upfront in...

Projects

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 for both sides to achieve the true valuation for their businesses and steer clear of common pitfalls that lead to...