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Video: How CPA Firms Buyers Get What They Want in M&A
Best practices to help buyers beat out their competition in active M&A pursuits.
May 17, 20241 min read
Video: Mastering the Merger Process
Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.
May 17, 20241 min read
The Importance of Profitability in M&A
CPA firm profitability is a key metric driving any M&A dialogue. However, numbers alone aren't the whole story. Learn how to identify...
Sep 19, 20221 min read
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
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 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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