insights for cpa firms

The current reality? Most accounting firms are in busy mode 10 months of every year. For many, there are now two tax seasons. If the path...

Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...

When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...

No two deals are the same because no two firms are the same. But there are standard stages and priorities of any deal that will help you...

Article by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is...

Reading-based Herbein + Company Inc., one of the largest regional accounting firms in Pennsylvania, found the perfect merger partner with...

Glass Jacobson Financial Group has acquired a small accounting firm in Rockville, MD, growing its footprint in Montgomery County. Optimum...

When accounting firm leaders start to formulate a succession plan and think about the future of their firms in the near- and long-term,...