insights for cpa firms

The post-pandemic period has been a golden era for many CPA firms, with meaningful gains in both top-line growth and bottom-line performance. Yet with all that momentum has come new pressures. Firms are busier than ever and facing greater challenges. For firm owners, the nonstop demands of client service can make it difficult to focus on the business side of a successful firm. With talent challenges mounting and capacity stretched thin, many leaders find that maintaining a he

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...