It’s no secret that growth plans fro CPA firms in 2023 include M&A activity. Welcoming a new firm, integrating processes, and building a bridge between cultures is paramount as is ensuring a smooth and secure transition of data and systems to support employees on both sides of the transaction.
During this webinar, we explored what a successful M&A looks like from both the business and technology perspectives with industry thought leaders Bob Fink, IT Partner & CIO at Honkamp, P.C., Kate Krupey, VP of Fintech at Netgain Technology, LLC, and Gary Thomson, Managing Partner at Thomson Consulting, LLC.
Whether your firm is doing this for the first time, or you are becoming a pro with multiple transactions, you will leave this webinar replay with actionable insights to enhance your success and ROI by improving your due diligence and onboarding strategies supporting M&A.
In this webinar you will learn:
- What does a successful M&A look like from both the business and technology perspectives
- Actionable insights to enhance your success and ROI
- Onboarding strategies that support M&A