M&A Transition Assessment
Before you pursue a sale or merger for your accounting firm, it’s essential to understand where you stand and what it will take to achieve a successful outcome. Our Transition Assessment provides an objective, situational analysis designed for CPA firm leaders preparing for change.
We evaluate:
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Timing and realistic timelines
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Firm performance, profitability, and partner metrics
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Competitive dynamics and market positioning
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Internal capacity and infrastructure for integration
The study helps firms develop a clear profile of their attributes, set strategic priorities, define the characteristics of an ideal target, and identify actions to capitalize on marketplace advantages. It also outlines a structured process to pursue a potential acquisition or combination with a well-defined target firm. The assessment offers valuable orientation and preparation for a focused outreach effort, designed to maximize the effectiveness of practice merger and acquisition opportunities.
Acquisition optimization study
Designed for CPA firm leaders preparing to compete in the M&A marketplace, this study evaluates your firm's positioning and outlines the steps needed to increase your appeal and strategic value.
We provide objective insight and tailored recommendations to help you:
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Align internal capabilities with market expectations
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Enhance your competitive advantage
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Pursue opportunities that match your goals and growth strategy
This forward-looking engagement balances marketplace dynamics with your firm’s unique aspirations, providing practical guidance to support smart, well-timed decisions in today’s accounting firm M&A landscape.
