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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


Will Partner Compensation Derail Your M&A Plans?
Partner compensation is the perfect gauge for firm success, partner achievement, and partner happiness. Many firms have intricate...
Sep 12, 20222 min read


M&A as a Strategy to Combat Inflation
Accounting firms, like most other businesses and consumers, are battling the pressures of inflation. In addition to the common causes of...
Aug 12, 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 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
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