One of the first steps in a successful business development outreach campaign is determining the type of client to target.
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.
It may come as a surprise that many firms do not mandate retirement ages for their firm partners.
When merging or selling, it is normal to go into a larger firm.
The CPA profession is currently seeing a gap in succession talent.
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.