insights for cpa firms

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...

Mergers and acquisitions are much like any other marriage. While the courting and planning are exciting stages, the success of the match...

Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...

When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...

No two deals are the same because no two firms are the same. But there are standard stages and priorities of any deal that will help you...