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...
Sep 13, 20231 minTaking Advantage of the Shrinking Middle Tier of CPA FirmsThe bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market. Even private equity firms looking...
Sep 5, 20231 minAre You Ready for the Fractional Partner?Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...