insights for cpa firms

Best practices to help buyers beat out their competition in active M&A pursuits.

Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.

Key questions each side should ask in CPA firm mergers and acquisitions (M&A)

Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....

Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...

While there are more than 46,000 public accounting firms in the U.S., most of these are not mega-firms; they are practices that each...

Many a Managing Partner will find getting through tax season a bit easier by dreaming about a merger after tax season. It takes a lot to...

With the strong M&A activity in the CPA firm community, filtering candidates to find the right fit is extremely important, no matter what...