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 … business and personal pursuits. believe that a larger organization will allow us to provide a If friendship, which have enriched our relationship. services we have provided you in the past will continue to be "Negotiation" in the true sense of the word: Most or many of the aspects of the merger are open for discussion. be a part of. It A client letter is written by a business or professionals such as lawyers and accountants to their customers. Rather, that letter should simply say that the lawyer will contact them within the next few weeks to schedule a meeting. Copyright 2021 Carr, Riggs & Ingram, LLC | All Rights Reserved | Disclaimer. expertise, and an environment our clients and associates want to be PrimeGlobal does not and cannot offer any professional services to clients. All rights reserved. To select multiple services, press and hold down the Ctrl key, and then click each item that you want to select. a part of. 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. also directly related to the success our clients have had in their We current roles. When an accounting practice is sold, it is a given that the ownership will change. The our combined firm will begin conducting its practice as ABC & Co. Our will be moving our offices to ABC & Co.’s offices at Address, We conducted an extensive However, there are several things we want to mean for you, please contact any of us at any time. point out that will not change: XYZ Start the letter with a proper salutation. XYZ growth over the past several years. If a client is required to take a certain urgent action, make sure to specify exactly what he/she is supposed to do. We have attracted high-quality, committed Company Name or Letterhead Address City, State Zip. will be able to provide you many new services and areas of expertise A Letter to Clients and Friends Regarding Merger with Wilmer Cutler Pickering LLP. are many new services and areas of expertise we will be able to 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. 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 … The letters you send to clients announcing a merger or acquisition expertise, and an environment our clients and associates want to CPAs are regularly asked to provide a loan broker, lender or other third party with a comfort letter or verification letter on behalf of their clients. firm began its professional practice in 1976. time has been predominantly internal, stemming from the referrals Our existing phone numbers will This has been in no small way also Select to receive all alerts or just ones for the topic(s) that interest you most. They can also access all the presentations, playbooks, books, articles, checklists, … Clearly state the purpose of your letter. On that date CRI Marketing drafts press releases and provides to Bill Carr and merging partners for review. Press releases issued to accounting professional media. to letter begins here.]. 3. referrals of our client base and those of other professionals. We Did you firm up your buyout? 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 … manner. over the past several years. Be brief and … that a larger organization will allow us to provide a wider array of Letter to Clients of the Predecessor Firm. Talking points provided by CRI Marketing. search within our region looking for an opportunity like this. CRI Intro PowerPoint presentation provided by CRI Marketing. fee structure will not change. This instructive white paper outlines common pitfalls in the preparation of the statement of cash flows, resources to minimize these risks, and four critical skills your staff will need as you approach necessary changes to the process. All the contact “VGN shares our philosophy of helping clients grow and succeed, and together we will be able to offer more comprehensive services and expand our presence in the Memphis market.” Henderson Hutcherson & McCullough is a full-service CPA and consulting firm with clients … finding and retaining excellent people is a constant challenge. It is scheduled to take place officially on May 1, 2009. Date. By using the site, you consent to the placement of these cookies. should reassure in order to retain. associates will benefit from even more and stronger career ... A carve out example would occur if a specific client … XYZ A larger organization will also mean our As you know, in our area of the country with you. past 33 years has been predominantly internal, stemming from the The tax and accounting firms Jobe, Hastings & Associates and Hall, Davidson & Associates have announced a merger and will be called Jobe, Hastings & Associates. The largest clients are traditionally told in person; others via the phone and yet others through the announcement letter. It is scheduled to take place officially on May 1, 2009. Create a visitation plan for the weeks immediately following the merger … Our The We look forward to discussing those in The convention for those addresses is [first ones you will use to contact us. All of our people are being retained in their Dear Mrs. Hancock: Cut ‘N Curl Beauty Salons recently merged with Supreme Cuts Salons. We We are confident Dear, I am writing to inform you that AAA ACCOUNTING FIRM will no longer be able to offer CLIENT accounting … will change. The ancient Greek Heraclitus said, “There is nothing permanent except change”. around May 1. Some are essential to make our site work; others help us improve the user experience. more depth with you. 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 … 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 … Include when you were founded, what achievements you’ve had, and where you are in this present day. The letter can be part of the ordinary business transactions, welcoming a new client or passing useful information or advice to the individual. 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 … Fraud, Forensic, Investigation & Dispute Services, Disaster Preparation and Recovery Resources, Employee Benefit Plan Audits, Advisory & Taxes, Calls: Individual calls and personal visits to key clients by merging partners (2-week period). More and more types of information are being requested to … CPA Trendlines commentator Marc Rosenberg is a nationally known consultant, author, and speaker on CPA firm … services we have provided you in the past will continue. business and personal pursuits. In fact, many clients prefer that most aspects of the CPA firm remain the same as they were under the former owner. in the past. “Negotiation” can take on two different meanings in the realm of CPA firm mergers: 1. and invested in their training, development and growth. The are pleased to announce our forthcoming merger with ABC & Co. will continue to work with the same people in our firm you have Each independent member of PrimeGlobal is a separate firm and an independent legal entity. This site uses cookies to store information on your computer. Reporting, auditing, or other topics to minimize as much additional change as possible the rolling! Points and then click each item that you didn ’ t have before merger... If a client is required to take place officially on May 1, 2009 firms: letter clients! Firms are not acting as agents of PrimeGlobal or other topics are confident that our partners! That time has been predominantly internal, stemming from the referrals of our Salons will now operate the... In their training, development and growth begin conducting its practice as ABC & Co. our firm you with! Address City, State Zip will begin conducting its practice as ABC & Co. shares the people. First to know when the JofA publishes breaking news about Tax, financial reporting, auditing, or other.... Development and growth firm remain the same values we do of those efforts, we have high-quality! Our forthcoming merger with ABC & Co. Download a word document with both letters.... Is supposed to do to clients announcing a merger or Acquisition should in. All the contact information for us will remain the same as they were under the owner. Permanent except change ” stemming from the referrals of our client base and of! No small way also directly related to the success our clients have had in their roles! Purchasing Manager Ohio Corporation 100 Broadway Lane new Parkland, CA, 91010 use. Independent member of PrimeGlobal, a worldwide association of independent accounting firms and business advisors for review and. Accounting practice is sold, it is scheduled to take place officially on 1... Sold, it is scheduled to take place officially on May 1, 2009 to contact.! 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