CPA Firm M&A Checklist

The CPA Firm M&A Marketing Playbook is the ultimate resource for CPA firms going through a merger or acquisition. This comprehensive guide provides a step-by-step checklist of activities to complete during the M&A process, covering everything from employee and client communication to public relations and social media. With this playbook, you can be sure that your marketing efforts are on track and that you are making a smooth and successful transition.



Congratulations on taking a bold step with your firm! You have seized the opportunity to expand your reach, enhance your services and expertise, and achieve strategic objectives. Still, we understand that mergers and acquisitions can be overwhelming. That’s why our downloadable playbook is an absolute must-have resource for you!

The CPA Firm M&A Marketing Playbook provides you with a comprehensive step-by-step checklist of activities that are crucial to complete during the M&A process. No more worrying about missing important marketing tasks – our playbook covers it all. From creating an effective communication plan to coordinating seamless branding efforts, we’ve got you covered for a successful transition. And that’s not all! Our playbook touches on every base you need to consider:

  • Employee, Client, and Partner Communication
  • Public Relations
  • Social Media
  • Website
  • Digital Footprint
  • Employee Onboarding
  • Signage & Marketing Collateral
  • Organizational Memberships
  • Marketing Tech Stack
  • Events

It doesn’t matter if your CPA firm is small or large – this valuable tool eliminates guesswork. It provides you with a proven roadmap to follow. We have carefully crafted it to address all your needs throughout the M&A journey, ensuring that you stay on track with your marketing efforts as you focus on other crucial aspects of the transition.

To further assist you, we’ve included an ideal timeline you can follow or easily customize to suit your unique circumstances.

Seize this opportunity to ensure a smooth and successful transition. Don’t miss out on the CPA Firm M&A Marketing Playbook – get your hands on it today!

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