Client Portal
Porte Brown Wealth Management

Key Questions to Ask Before Joining Another Business

Merging with another company can be the most efficient way to grow -- if you plan carefully. Failed mergers and acquisitions are often the result of management problems, not market conditions.

If you are considering joining forces with another business, here are a few key questions to ask:

  1. ‍Do you have compatible goals and ethics? Be sure there's a good fit between financial structures, customer bases and corporate cultures.‍
  2. Have you performed a complete due diligence? Scrutinize the financial factors, check with customers, chat with vendors and interview employees. The more you know, the fewer surprises you¹ll encounter.‍
  3. Who's in charge? Give the team the time it needs to prepare for the arduous task of merging corporate cultures. Don¹t automatically get rid of the old guard. Experience provides stability and helps navigate the challenges.

This is just the beginning. There's a lot more to be done before and after a merger or acquisition. Contact us. We can help you decide the best way to structure a transaction and how to deal with the tax implications.

We Help You Get to Your Next Level™

Get in touch today and find out how we can help you meet your objectives.

Call Us

Corporate Office

845 Oakton Street
Elk Grove Village, IL 60007
(847) 956-1040 phone
(847) 956-6780 fax
info@portebrown.com

Porte brown site

Services

Industries

SSL Certificate Issued by Let's Encrypt Authority X3Authorized IRS e-File ProviderNamed One of the Best Places to Work in ILSafeSend ReturnsAICPA Peer Review ProgramNamed a Top 50 Construction Accounting FirmInside Public Accounting Top 200 Firms 2024 Accounting Today 2024 Regional Leader Accounting Today 2024 Best Firms to Work For
Porte Brown, LLC BBB Business Review
See the Porte Brown LLC Best of Accounting ratings on ClearlyRated.
Named One of the Best Places to Work in IL

Porte Brown LLC © 2024  |  PorteBrown.com  |  Chicago CPAs, Accountants & Consultants  |  PRIVACY POLICY  |  SiteMap

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services℠ ** Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.