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How to maximize client retention after a merger / by Joel Sinkin and Terrence Putney

By: Sinkin, Joel.
Contributor(s): Putney, Terrence.
Series: Journal of Accountancy.Publisher: USA, American Institute of Certified Public Accountants (AICPA), Edition: 217 (4), April 2014.Description: 42-44, 3 pages.Subject(s): Accounting firms | Takeovers and mergers | Buying a business | Client relationshipsOnline resources: Download from Online Journals Summary: Addresses how a proper transition plan can maximize client retention after a merger. Advises it is crucial for a selling firm to choose an acquiring firm that has a similar culture. Suggests a successor should become involved with the clients before the departing partner retires to enable continuity. [10th article in a series]
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Article Article New Zealand
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Addresses how a proper transition plan can maximize client retention after a merger. Advises it is crucial for a selling firm to choose an acquiring firm that has a similar culture. Suggests a successor should become involved with the clients before the departing partner retires to enable continuity. [10th article in a series]

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