insights for cpa firms

Many firms will determine—either now or right after tax season—that a merger is a top priority. Whether your firm will be the successor...

2024 was another extremely active year for CPA firm M&A. What we’ve learned from our many years of strategic advising and facilitating...

When it comes to CPA firm M&A, two things remain constant. No matter what changes may come with the players, financial terms, valuation...

CPA firms navigating the M&A process often map out combined financial terms, along with integration and transition processes. However,...

CPA firms looking toward M&A often ask for the best ways to expedite the process. One of the top answers: Metrics. Not only do firms need...

Private equity (PE) is currently one of the hottest topics in the CPA community. Investing in CPA firms is a high strategic planning...

An M&A success story is highly dependent on well-planned transition and integration. In the Fall 2024 issue of the Pennsylvania CPA...

Trying to effectively calculate value is nothing new for CPA firms looking toward M&A. However, these days firms are setting priorities a...