insights for cpa firms

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...

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced the addition of Philadelphia-area...

Many CPA firm leaders grapple with the right approach to practice succession. To help firms figure out the best succession solution for...