insights for cpa firms

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

Much like the certainty of death and taxes, after every tax season many CPAs will wonder if there is a better way. With all the M&A...

Many firms will determine—either now or right after tax season—that a merger is a top priority. Whether your firm will be the successor...

2024 was another extremely active year for CPA firm M&A. What we’ve learned from our many years of strategic advising and facilitating...

When it comes to CPA firm M&A, two things remain constant. No matter what changes may come with the players, financial terms, valuation...

CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...

CPA firms looking toward M&A often ask for the best ways to expedite the process. One of the top answers: Metrics. Not only do firms need...

Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...