Much of the same communication points for staff hold true when announcing a merger to your clients. There are a few different twists obviously.

Client retention has its foundation in the reasons a client chose you or your firm to provide services to them. A client selects a firm based on chemistry between client and accountant, location of firm’s office, cost and perceived value of services, professional expertise and trust. The announcement of the merger or acquisition may cause clients to ask:

Addressing these concerns is critical to client retention in the merger/acquisition announcement. You need to reassure them that the things they depend on will not change. You need to emphasize continuity regardless of what is changing, focus on things that are not changing and stress what the client is gaining rather than losing.

For more information on client and staff issues in a transition: