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7 Steps to Pursue When Moving Forward in M&A
How to successfully proceed when exploring accounting firm M&A.
Sep 19, 20221 min read


Will Partner Compensation Derail Your M&A Plans?
Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...
Sep 12, 20222 min read


M&A as a Strategy to Combat Inflation
Accounting firms, like most other businesses and consumers, are battling the pressures of inflation. In addition to the common causes of...
Aug 12, 20221 min read


5 Factors That Drive External Successors to Make a Deal
Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...
Jul 21, 20221 min read


4 Factors to Drive a Potential Internal Successor to Say "Yes!"
CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house...
Jul 21, 20221 min read


5 Priorities in 2022 to Win at M&A
There has been a flurry of accounting firm mergers and acquisitions (M&A) already in 2022, and that trend does not look as if it will...
Jul 8, 20221 min read


5 Roadblocks to the M&A Deal
What are the most common obstacles to completing a successful transition? Knowing the common pitfalls in the process can help you prepare...
Jun 30, 20221 min read


5 Priorities for Your First Merger Meeting
If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...
Jun 1, 20221 min read
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