The CEO of Baker Tilly US LLP and the managing partner of Squar Milner LLP traded phone calls and text messages every day while the coronavirus pandemic raged.
Between efforts to shore up cash and adapt to all-remote staff, they were laying the groundwork for merging the two fast-growing operations to create what is slated to be the 10th-largest accounting firm in the country with a workforce of 4,300 professionals.
The two firms had just decided to formally pursue a merger when the pandemic broke in March, Alan Whitman, Baker Tilly’s top executive, said in a phone interview.
“We collaborated ...
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