Jun 10, 20222 min5 Priorities Common to Internal and External SuccessorsThe complexities of succession are significant no matter whether the route you take is internal or external. Either scenario requires a...
Jun 1, 20221 min5 Priorities for Your First Merger MeetingIf you're getting ready to enter a discussion about mergers and acquisitions (M&A) with another CPA firm, there are several things you...
May 26, 20221 minM&A News: Yount, Hyde and Barbour acquiring Glass JacobsonYount, Hyde and Barbour, based in Winchester, Virginia, plans to acquire Glass Jacobson PA, a firm in Owings Mills and Rockville,...
May 13, 20221 minDreaming of Succession? Plan to Make Your Dreams Come True. Transitioning and transferring practices is nothing new to the CPA world, but in this heated merger market, viability and expectations...