6 days ago2 minHow to Gain an Edge in Practice Continuity and M&A Post-Tax SeasonOnce you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....
Apr 41 minWinning Continuity Plans for Owners, Clients, and SuccessorsSuccessful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
Jan 241 minSet the M&A Negotiating Table with the Right ExpectationsExperience dictates that the parties involved in M&A need to prioritize their expectations of what they want from—and bring to—the deal...
Dec 5, 20232 minSetting the Right Expectations for CPA Firm Deals All parties in a merger or practice sale are motivated to achieve certain outcomes. The primary ones are tied to finances. When the firms...