ACCOUNTANCY FIRM MERGER...

Circumstances
Two independent practitioners wanted to merge their practices and required their client bases to be merged and advised of the change. Their clients were also required to sign new agreements under the accountant's new company name.

Solution
The project was completed within the allotted time frame with each client being dealt with separately in order to ensure that the correct information was included in their bundle.

Outcome
The accountants were able to present a united, professional, and uninterrupted service to their clients and have all the paperwork in place at the completion of the merger.