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Podcast: Financials Are Important, But Don't Forget a Well-Designed Integration
Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful...
Aug 12, 20191 min read
Podcast: Important Phrases to Listen for During M&A Conversations
When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that make you hesitant should they come out of your counterpart’s mouth. In this CPA Conversations podcast, Ira Rosenbloom of Optimum Strategies talks to PICPA editor Bill Hayes about the things that should make you smile and the things that should make you cringe during M&A negotiations. Listen on Soundcloud .
Apr 16, 20191 min read
How Tax Season Affects M&A
For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...
Nov 26, 20182 min read
Podcast: Getting Ready for the M&A Negotiating Table
When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...
Jun 4, 20181 min read
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