Yount, Hyde and Barbour, based in Winchester, Virginia, plans to acquire Glass Jacobson PA, a firm in Owings Mills and Rockville,...

Aprio, LLP, a nationally recognized business advisory and CPA firm based in Atlanta, has announced a merger with Leaf, Miele, Manganelli,...

CPA firms commonly earn the bulk of their revenue from calendar year-end and personal tax work performed during busy/tax season. During...

In 2021, we worked successfully on M&A with firms ranging from $1.5 to $250 million in annual revenue. Here are five lessons from those...

Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "Baratz & Associates PA,...

Optimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "McCarthy & Comp. PC, a...

There are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be...

How can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...

This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...

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...

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....