When thinking about mergers or acquisitions, it’s important to build a solid client base beforehand – but who is responsible for client retention after the sale or merge? In many cases, the follow-up payments you receive is tied to the client retention rate.

In order to position your firm to receive its maximum value, it is worth making sure your employees are being paid a fair salary for their work. This helps ensure workers remain engaged – promising a higher client retention rate. Proper training and resources are critical to the validity of the services your firm offers. Regardless of whether you sell or merge, competent staff is easier to transition. This will be the key to ensuring a good client retention rate.

No matter where you fall on the spectrum of ownership, selling your firm can be a rewarding experience. The balance of client retention, business development, and keeping your staff knowledgeable of the ever-changing tax laws often adds up to long and tedious work hours. If you’ve wondered what it would be like to be free a management position, this article may be for you.


Before any mergers or acquisitions are considered, an evaluation is done to look over the records of your firm. Important things to keep record of are annual client retention, your overall client retention rate, operational costs, employee competence, and track records.

A complete client ledger is like a receipt of sale for the acquiring firm. It is an important tool to increase your payout. Tracking operational costs and business improvements can add to your bottom line, as well. The evaluation is useful for identifying strengths in your practice as well as areas of opportunity.


Valuation is the process of placing a monetary value on your business. This time of negotiation is the second step toward potentially easing your workload. It may be during the valuation period that you ultimately decide whether you should merge or sell your company. The benefit of selling your company is that you are able to walk away from your business free and clear. Merging your business, however, allows you some flexibility while staying involved at some capacity in daily operations.

Merger or Acquisition

Finally, a merge or sale will take place. If you are looking to retire, you may be interested in handing off your clients and stepping into a more relaxed way of living.

You may still enjoy the office life, but don’t want to manage the office. In that case, a merger can be a promising way to ensure your clients are still well taken care of without the stresses of owning your business. The details of your new role within the buyer’s firm should be clearly outlined during this final phase of the deal. Responsibilities for both parties should be clearly detailed.

The team at Fusion CPA is made up of passionate accountants with various backgrounds. Our client base is made up of small to mid-size businesses in a vast array of industries. We are an innovative company based in Atlanta, GA, serving clients around the country.

We are dedicated to ensuring that both buyer and seller receive maximum value from our mergers or acquisitions. The Fusion CPA team will work with your firm to see where our goals align and create an action plan to move everyone forward in a timely manner. Mergers or acquisitions can seem intimidating. We are here to help our clients navigate the process as smoothly as possible.


This blog article is not intended to be the rendering of legal, accounting, tax advice, or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.