insights for cpa firms

CPA firms have long relied on internal succession as the key to remaining independent. However, right now, keeping the practice in-house...

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...

What are the most common obstacles to completing a successful transition? Knowing the common pitfalls in the process can help you prepare...

If you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...

Yount, Hyde and Barbour, based in Winchester, Virginia, plans to acquire Glass Jacobson PA, a firm in Owings Mills and Rockville,...

Aprio, LLP, a nationally recognized business advisory and CPA firm based in Atlanta, has announced a merger with Leaf, Miele, Manganelli,...

CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...

In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...