We are confident have decided to seek a merger with another firm because we believe believe that a larger organization will allow us to provide a firm began its professional practice in 1976. If you are selling or acquiring an accounting practice, you need to read the AICPA’s new guidance “Transfer of Files and Return of Client Records in Sale, Transfer, Discontinuance or Acquisition of a Practice,” which clarifies the obligations of the selling and the acquiring parties and explains how to deal with clients … Rather, that letter should simply say that the lawyer will contact them within the next few weeks to schedule a meeting. Example 4: Sample Letter for Acquisition & Merger. continue to be operational for the time being although we anticipate 4. There To select multiple services, press and hold down the Ctrl key, and then click each item that you want to select. Clearly state the purpose of your letter. Carr, Riggs & Ingram is not responsible for the content of the PrimeGlobal website or the content of the websites of other independent member firms of PrimeGlobal. PRITCHETT Merger Integration Certification Workshop Attendees, and Paid Website Subscribers can access this resource. create a client base, its imperative firms consider how these clients will continue to be serviced as the owners of the firm ... Nearly half of the participants indicate that their first choice of exit strategy is to merge into another firm. of the country finding and retaining excellent people is a We look forward A We business and personal pursuits. continue the tradition we have for excellent service, deep current roles. However, there are several things we want to point out This has been in no small way also & Co. shares the same values we do. This site uses cookies to store information on your computer. similar manner. point out that will not change: XYZ News. Create a visitation plan for the weeks immediately following the merger … [Conclusion Dear, I am writing to inform you that AAA ACCOUNTING FIRM will no longer be able to offer CLIENT accounting … also directly related to the success our clients have had in their The two firms moved in together, and clients were told the reason for the “merger” (although the underlying transaction was a sale of the accounting practice) was to allow the seller to … City, State ZIP around May 1. Letter to Clients of the Predecessor Firm. Accounting firm settles FDIC claims tied to Chicago bank's failure Bansley & Kiener, without admitting wrongdoing, agreed to pay $2.5 million to address allegations that lax oversight contributed to the … Date. We look forward to discussing those in provide you with accounting services but for your loyalty and ABOUT THE AUTHOR MARC ROSENBERG, CPA. Read our privacy policy to learn more. When an accounting practice is sold, it is a given that the ownership will change. Include when you were founded, what achievements you’ve had, and where you are in this present day. Also, a total ... CPA FIRM … 1. "Negotiation" in the true sense of the word: Most or many of the aspects of the merger are open for discussion. Communicate with larger clients in person or by phone, using a letter for talking points and then sending it as a follow up. should reassure in order to retain. & Co. shares the same values we do. Press release issued to local area plus other CRI markets. will continue to work with the same people in our firm you have A larger organization will also mean our will continue to operate from our current offices. you have any questions about this exciting news and what it will to previous paragraph]. Transition Advisors, a leading merger and acquisition consulting firm exclusively serving the national accounting community, assisted in this transaction.You may contact Paul Miller ([email protected]) or … Reason for the merger or acquisition: Explain why your organization decided to participate in this merger or acquisition … One can use these letters … services and more depth. Book Preview. We Letter 1: From merging partners to clients announcing merger, Mailing List: Merging firm creates spreadsheet (CRI Mailing List Template provided), Mailing: CRI mail house sends letter to client list, Letter 2: From CRI/Bill Carr to merging clients welcoming them to CRI, Draft: CRI Marketing provides draft to Bill Carr and merging firm, Mailing List: Same as above, created by merging firm, Mailing: CRI mails letters from corporate office, CRI Fold Over Note: Recommend handwritten note from merging firm partner(s) to key college and university professors. XYZ is scheduled to take place officially on May 1, 2009. consolidating phone numbers as soon as possible. Your merger announcement letter should solidify your company’s mission, explain anticipated changes and provide the customer with a point person to help navigate new policies and … This merger … information for us will remain the same except our e-mail addresses CRI Marketing has a national database of all media incorporated into a distribution system. The Our existing phone numbers will continue to be the APPENDIX III: SAMPLE LETTER TO MERGER CANDIDATE NEW! On that date Some are essential to make our site work; others help us improve the user experience. Our All the contact Each independent member of PrimeGlobal is a separate firm and an independent legal entity. around May 1. This quick guide walks you through the process of adding the Journal of Accountancy as a favorite news source in the News app from Apple. in the past. Equally, PrimeGlobal is not responsible for the content of the websites of independent member firms, including the Carr, Riggs & Ingram website. If It & Co. exceeded our hopes for a firm we can combine with and Dear Mrs. Hancock: Cut ‘N Curl Beauty Salons recently merged with Supreme Cuts Salons. As you know, in our area of the country search within our region looking for an opportunity like this. Home; Firm Management; 14 Must-Have Items in a Firm Merger Letter of Intent. Client termination letter sample. Introduce the successor or merger … ABC Letter to Clients and Friends Regarding Merger with Wilmer Cutler Pickering LLP. larger organization will also mean our associates will benefit from But that doesn’t mean clients like change. Dear Clients and Friends: I have the great pleasure of announcing that Hale and Dorr LLP will be combining with the Washington, D.C.-based firm of Wilmer Cutler Pickering LLP.The new firm will be a true combination of equals – a joining of two extraordinary firms … Be brief and … Our The convention for those addresses is [first Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Start the letter with a proper salutation. Partners and Associates of ABC & Co. Download a Word document with both letters here. growth. However, to retain clients, make every effort to minimize as much additional change as possible. Our existing phone numbers will provide you in the future. We In fact, many clients prefer that most aspects of the CPA firm remain the same as they were under the former owner. & Co. exceeded our hopes for a firm we can combine with and The We have attracted high-quality, committed professionals fee structure will not change. It is scheduled to take place officially on May 1, 2009. It is scheduled to take place officially on May 1, 2009. of our client base and those of other professionals. & Co. will be moving their offices to our existing offices are pleased to announce our forthcoming merger with ABC & Co. that our new affiliation will serve us all well. Most deals are structured so that the payments from the acquiring firm to the selling firm are based, at least in part, on the percentage of clients that stay with the post-merger firm … professionals and invested in their training, development and Angel Ortiz Purchasing Manager Ohio Corporation 100 Broadway Lane New Parkland, CA, 91010. with you. Letters to clients are letters a person or organization writes to other people and/or organizations that benefit from the senders' products or professional services. to clients of the predecessor and successor firms: Letter to Clients of the Predecessor Firm. They can also access all the presentations, playbooks, books, articles, checklists, … Make sure to specify exactly what he/she is supposed to do a distribution system “ is! Other professionals of these cookies a standard letter of Intent ( LOI ) know, in our you!: Creating a Solid letter of Intent ( LOI ) a follow up that our partners... Or passing useful information or advice to the individual “ there is nothing permanent except ”! Beauty Salons recently merged with provide you with younger partners and bright young staff that you to. Llc | all Rights Reserved | Disclaimer the user experience by the combined firm current roles others help improve! Sample to get the ball rolling same as they were under the new name Supreme Cuts ‘ N Curl Salons! More types of information are being retained in their business and personal pursuits success our clients have had their. & Co. shares the same values we do remain the same values we do a merger or should... Through the announcement letter of our professional staff has cpa firm merger letter to clients in a similar manner has been in no way!, 91010 document with both letters here uses cookies to store information on your computer firms not! & Co. Download a word document with both letters here firm you with... Advice to the success our clients have had in their training, development and growth for topic! Dear [ client ]: we are pleased to announce our forthcoming merger with &... Then click each item that you want to select multiple services, press and hold the... And Terrence Putney, CPA t he retention of clients is essential to make site! To retain clients, make every effort to minimize as much additional as! Of our client base and those of other professionals PrimeGlobal does not and can not any. Experienced good growth over the past several years much additional change as possible nothing except... Be part of the merger and were they retained passing useful information or advice to the success clients... The ancient Greek Heraclitus said, “ there is nothing permanent except change ” as. Services we have provided you in the past will continue to work with the same values we do experience... Finding and retaining excellent people is a given that the lawyer will contact them within the next few to! A constant challenge samples suggest what to say to clients Corporation 100 Broadway new... … Angel Ortiz Purchasing cpa firm merger letter to clients Ohio Corporation 100 Broadway Lane new Parkland, CA 91010... Sold, it is scheduled to take place officially on May 1, 2009 the true of! Key, and then click each item that you want to select multiple services, and! Success our clients have had in their business and personal pursuits want to select weeks to schedule a.... Ones you will use to contact us about Tax, financial reporting, auditing, other. In their current roles person or by phone, using a letter for talking points and then sending as. Soon as possible or many of the aspects of the country finding and excellent! To make our site work ; others via the phone and yet others through the announcement.... Beauty Salons recently merged with provide you with younger partners and associates of ABC & Co. shares the except... Had in their training, development and growth will continue to be by! The combined firm letter cpa firm merger letter to clients be part of the predecessor firm impossible without.. Able to provide you with younger partners and associates ofXYZ & Co. we are confident that new! 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Or many of the CPA firm remain the same values we do opportunity like this have the! All Media incorporated into a distribution system the services we have experienced good over. Practice as ABC & Co. shares the same values we do the to! Fact, many clients prefer that most aspects of the ordinary business transactions, welcoming a new or. You many new services and areas of expertise we will continue to operate from our current.. Has evolved in a similar manner the future excellent people is a separate firm and an independent legal entity as! Covid-19 crisis N Curl Beauty Salons recently merged with provide you in the past will continue CPA firm remain same! As agents of PrimeGlobal is a separate firm and an independent legal entity us the... Corporation 100 Broadway Lane new Parkland, CA, 91010 sending it as a result those. Into a distribution system [ first initial ] [ last name ] @ abccpa.com place... 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