Accounting Practice Advisers

After traditional busy seasons, firms took stock, took a breather and planned for improvements ahead. After the first COVID busy season...

Like your clients, you sometimes need to find an adviser who will be your advocate, will champion your needs objectively, and will...

There’s no doubt mergers and acquisitions (M&A) are becoming more and more a lifeline for many CPA firms, and the accounting field is...

Between the pandemic, aging CPA firm owners and staffing tensions, many experts anticipate a huge uptick in firm mergers and acquisitions...

When it comes to accounting firm mergers, there have always been big fans—and those who want to keep their distance. Life in the COVID-19...

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...

Many CPA firm mergers and practice transfers never get realized because of fear that exists on both sides of the negotiating table. A...

Ira Rosenbloom, Chief Operating Executive, Optimum Strategies, talks about the necessary steps for CPA firm owners to think about when...

The volume and pace of CPA firm mergers and acquisitions (M&A) over the past 10 years, along with the current age demographics of firm...

The active M&A market shows no signs of slowing down. Here are 10 quick tips to understand the positives and negatives of the activity.

Negotiating the terms for a CPA practice transfer or merger is the most important step in setting the stage for a successful transaction....

Negotiating the terms for a CPA practice transfer or merger (M&A) is, of course, a very important step to set the stage for a successful...

When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that...

Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these...

Merger and acquisition (M&A) activity among accounting firms has been very prevalent over the past 5 to 10 years. To get a handle on...

Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers,...

Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create...

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...

CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...