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10 Questions to Ask in an M&A Buyer’s Market
The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm...
Dec 4, 20191 min read


A Discerning Firm's Guide to the Buyers' Market
The active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.
Nov 19, 20192 min read


Practice Integration Imperatives
Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction....
Sep 2, 20191 min read


Podcast: Financials Are Important, But Don't Forget a Well-Designed Integration
Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful...
Aug 11, 20191 min read


Podcast: Important Phrases to Listen for During M&A Conversations
When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that...
Apr 15, 20191 min read


4 Pushbacks in Many CPA Firm Mergers
Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these...
Feb 28, 20191 min read


Look Ahead: Major Changes in Accounting Firm M&A
Merger and acquisition (M&A) activity among accounting firms has been very prevalent over the past 5 to 10 years. To get a handle on...
Feb 5, 20191 min read


Deal or No Deal? There Is More to M&A Than Negotiating.
Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers,...
Jan 8, 20192 min read
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