When: Jun 5, 2018 from 1:00 PM to 2:15 PM (ET) Do clients view your firm as a business advisor and problem solver or as their auditor or tax provider?
One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent.
Runoff occurs in every firm. Even firms with superior client service have clients who sell, merge, relocate, die, or leave for a variety of reasons.
When merging or selling, it is normal to go into a larger firm.
Our team talks with firms trying to grow by merging or acquiring a practice and to firms who want us to find them a practice to merge into or sell into.
What’s going to happen in the world of CPA firm mergers & acquisitions?
One common weakness inside CPA firms is their inability to consistently sell and deliver consulting.
There are many ways to kill a merger or acquisition. This article profiles mistakes made in CPA M&A.
You have a heavy 1040 tax practice. I hate to break the bad news, but most CPA firms do not want that practice.