The Teams Meet
When we first brought the possibility of a merger to our team, there were certainly a few “gulp” reactions. With conversations moving full steam ahead, we knew there were reservations amongst the team—or doubts that it would even happen. Because we had been approached a number of other times by other firms but never said yes, some employees assumed that’s the way it would continue to be. Our employees are drawn to Summit for a reason; many of them came to us because they were walking away from “big CPA firm culture,” just like Adam and I did when we founded Summit. They value Summit’s tight-knit culture, the flexibility of being fully distributed, and the agility of being a small firm where it’s easy to act quickly, make decisions and apply necessary changes—without getting bogged down into a lengthy approval process. They thrive on the ability to be early adopters, implementing cutting- edge ideas that larger firms don’t have the flexibility to try.
Until we met with the Anders leadership, Adam and I had the same reservations about mergers in general. So we figured, let’s have our teams meet and see if they feel like they could still be excited to come to work every morning as part of Anders. We knew our team was trusting us to clear an extremely high bar in terms of fit. In January 2022, we brought our leadership team to St. Louis, and they got a chance to meet the partners and executive committee at Anders, as well as members of their Young Professionals team. Seeing the firms side-by-side, it was clear that both firms cultivate a welcoming, family atmosphere. We don’t take our- selves too seriously, and we have a lot of fun at work.
OUR TEAMS WERE IN AGREEMENT. THINGS WERE STARTING TO ROLL.
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