Friday, May 10, 2013

Project MATS: The Free TV Guide for M&A and Succession


TV Guide used to be a staple at Chez Carlino, with an emphasis on “used to be.”

I still see people occasionally picking it up on the supermarket checkout line, but with the advent of the free online program guides supplied by local cable providers, along with their quarterly magazines replete with features and interviews, I long ago ceased seeing the point of spending money for a service that you can get for free.

So TV Guide and I parted company some time ago.

Which, in a sort of circuitous route, brings me to today’s topic: Project MATS – an acronym for merger, acquisition, transition, succession. 

Sort of catchy right? But what does it have to do with TV Guide?

Be patient, as I will attempt to explain my line of thinking in a minute.

Some of you may already be familiar with MATS, which we developed in-house roughly two years ago.   For those who aren’t, MATS is a free online resource tool surrounding succession and ownership issues for CPA firms via articles and case studies that serve to address  all the critical succession FAQs. And trust me there are lots of questions. And then more questions.

Project MATS currently sits on the sites of State CPA Societies in Illinois, Michigan, Pennsylvania, Maryland, Connecticut and soon-to-be in New Jersey, in addition to consulting concerns CPALeadership and RanOne.

In reality, MATS is a guide for practitioners who are concerned with current succession issues, or those who want to be proactive and avoid a litany of problems down the road – a programming guide of sorts.  Whether you’re a sole owner trying to gaze into the crystal ball, or heading a multi-partner firm, transition and succession are going to an integral part of both the present and the future.

If you’re members of any of the aforementioned state societies and think that you may have a succession hurdle or two down road, you might want to take a look – and unlike TV Guide it’s free although no less informative.

For those in a state where it’s not on your website just yet, click here for a complimentary evaluation.

Our principals will be happy to answer any questions or concerns you may have and help pave the way for a successful succession. With a company pedigree of over two decades in dealing with M&A and succession issues, it’s doubtful there are many problems we haven’t encountered before.

So let us help.

Unfortunately, we won’t be able to provide a TV and movie programming grid in your market.

Even our expertise only goes so far.

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