Now I realize that the above question is highly subjective in nature and not something that many can detail on the fly.
Obviously success can mean different things to different people. Someone may define success via accumulated wealth and possessions, while others may take a more philosophical or holistic view defining success as forging strong relationships and family bonds.
But how does a CPA firm define success when mulling a merger with another practice? You would be amazed, or perhaps you wouldn’t, as to how many practitioners eager to enter into a merger have any vision beyond, say, the vision of suddenly becoming a larger firm as to define success.