Beyond the Purchase: The Make-or-Break Integration Phase of Firm Acquisitions

What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiences—both successful and unsuccessful—they walk through how to develop a comprehensive 100-day integration plan that begins during due diligence. You'll learn why keeping key employees is the difference between retaining and losing clients, how to effectively communicate changes to minimize disruption, and when to choose between a full roll-up versus platform approach. Whether you're considering an acquisition or have one in progress, this practical roadmap helps you navigate the complexities of merging firms.

Chapters

• (00:51) - Meet the Guests: Michael and Ashley
• (02:41) - Michael's Integration Experiences
• (07:16) - Ashley's Integration Insights
• (09:39) - The Importance of Due Diligence
• (17:49) - Managing Change and Communication
• (20:47) - Employee Integration Strategies
• (23:33) - Key Employees and Leadership Buy-In
• (24:52) - HR and Payroll Integration
• (26:18) - Communication Plans and Financial Operations
• (29:30) - Access to Financial Systems and IT Considerations
• (34:37) - Communication Strategies
• (37:54) - Seller Involvement Post-Acquisition
• (41:33) - Integration Approaches: Full Rollup vs. Platform
• (47:10) - Conclusion and Final Thoughts

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Connect with Our Guests:

Michael Ly

LinkedIn: https://www.linkedin.com/in/michaelly/
Website: https://www.reconciled.com/

Ashley Rhoden

LinkedIn: https://www.linkedin.com/in/ashleyrhodenmba/
Website: https://highrock.co

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/