insights for cpa firms

In today’s hyperactive CPA firm M&A market, buyers are circling many of the same opportunities. Private equity and alternative investors...

Private equity is shifting the landscape but that doesn’t mean it’s the only path forward. Whether you're growing, selling, or simply...

CPA firms sometimes believe that M&A success comes when the deal closes. But that’s only the beginning. True M&A success is achieved...

Now more than in recent years, CPA firm owners are asking what their firm is worth. In today’s ultra-active M&A climate, the best way to...

Much like real estate transactions, location and size matter in today’s CPA M&A world. Despite the rise of remote work, geography...

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced the addition of Philadelphia-area...

Many CPA firm leaders grapple with the right approach to practice succession. To help firms figure out the best succession solution for...

Whether you're exploring a sale, planning for succession, or evaluating growth through acquisition, your first merger meeting sets the...