Don’t Let Technology Derail Your Next Merger
In the accounting profession, mergers and acquisitions are increasingly common strategies for growth and succession planning. Yet many accounting firm mergers face serious challenges due to overlooked IT integration issues.
Technology integration success doesn’t happen by accident—it requires thorough preparation and strategic planning. This comprehensive eBook provides the roadmap you need to ensure technology becomes a merger enabler rather than an obstacle.
Download this FREE eBook to discover:
- Why IT considerations can make or break your M&A success
- Essential pre-merger assessment strategies from industry experts
- How to avoid the most common technology integration pitfalls
What You’ll Gain From This Essential M&A Resource
→ Expert-Developed FPO Worksheet
Access Roman Kepczyk’s exclusive Firm Process Optimization inventory worksheet—a comprehensive tool for cataloging application, system, and technology contracts that require evaluation during M&A.
→ Due Diligence Checklists
Step-by-step guidance for evaluating technology compatibility, with accounting-specific considerations that generic M&A resources miss.
→ IT Component Evaluation Framework
Detailed analysis of the five technology components most likely to get overlooked during mergers, including hardware, remote access infrastructure, data, software, and contracts.
→ Post-Merger Management Strategies
Practical guidance on monitoring systems, implementing continuous improvement, and providing effective staff training during transitions.
“The technology component during M&A should be one of the first things leaders address when evaluating the deal.”
Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Rightworks