insights for cpa firms

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...

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...

Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these...

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...

Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers,...

Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create...

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...

CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...