insights for cpa firms

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...

Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....

Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...

Experience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...

All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...

The bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market. Even private equity firms looking...

Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...

The financial and operational success of many accounting firms has been dependent on the results of tax season. In these practices, as...