by Lori Bowden | Aug 14, 2025 | News
It’s An Epidemic A recent inquiry came from a group looking to acquire a firm with $10M in EBITDA, which would value the firm at about $30M. There are 175 $30M-plus firms on the IPA Top 500 Firms list, and many of them have already accepted outside investment or are...
by Lori Bowden | Jun 24, 2025 | News
First Step Determine if selling/merging is your only real option Is internal succession more of a hope than a viable plan? The landscape is complex, with firms struggling to remain independent due to a variety of reasons. Perhaps the most challenging reason is that...
by Lori Bowden | May 21, 2025 | News
Leading the Dialogue on the Future of the Profession Our team was recently featured in Accounting Today as part of a few key conversations shaping the future of the accounting profession. From the new realities of M&A to fresh approaches in business development...
by Lori Bowden | Apr 17, 2025 | News
Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a post-tax season surge expected. Many leadership groups are realizing it is increasingly difficult to remain independent at their current size. Competition from larger firms...
by Lori Bowden | Mar 19, 2025 | News
Build to Evolve is a structured partnership that enables firms to best position themselves for their specific short-term and long-term growth objectives. Whether you want to “Build to Remain Independent,” “Build to Merge Upward/Sell” or examine PE, the core items of...
