insights for cpa firms

CPA firms often turn to the topic of succession right after busy season. The issue is not a new one, and the answers are never simple....

Succession has long been a challenge for many accounting firms. While internal succession has been the preference for many practices,...

The complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...

Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...

With the sophisticated technology available and the high level of talent and expertise CPAs and administrative staff both currently...

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...

Developing and cultivating the next generation of leaders and owners is a crucial part of any healthy CPA practice. While succession in...