insights for cpa firms

In today’s hyperactive CPA firm M&A market, buyers are circling many of the same opportunities. Private equity and alternative investors...

Private equity is shifting the landscape but that doesn’t mean it’s the only path forward. Whether you're growing, selling, or simply...

Trust is important in retaining team members at every business, especially CPA firms—and one of the best ways to build and preserve trust...

Private Equity (PE) has certainly been a headline-grabber these days—and it will likely continue to be so. Of course, taking a step...

CPA firms sometimes believe that M&A success comes when the deal closes. But that’s only the beginning. True M&A success is achieved...

Over the past few years, Private Equity (PE) and other non-traditional CPA firm owners have become increasingly active in the accounting...

Now more than in recent years, CPA firm owners are asking what their firm is worth. In today’s ultra-active M&A climate, the best way to...

Much like real estate transactions, location and size matter in today’s CPA M&A world. Despite the rise of remote work, geography...