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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 Priorities in 2022 to Win at M&A
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...
Jul 8, 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 Common to Internal and External Successors
The complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...
Jun 10, 20222 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


M&A News: Yount, Hyde and Barbour acquiring Glass Jacobson
Yount, Hyde and Barbour, based in Winchester, Virginia, plans to acquire Glass Jacobson PA, a firm in Owings Mills and Rockville,...
May 26, 20221 min read


Dreaming of Succession? Plan to Make Your Dreams Come True.
Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...
May 13, 20221 min read


Aprio Merges in Leaf Saltzman
Aprio, LLP, a nationally recognized business advisory and CPA firm based in Atlanta, has announced a merger with Leaf, Miele, Manganelli,...
Apr 27, 20221 min read
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