The “Big 3”: Reasons why CPA firm succession is still problematic
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.
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Using a Merger or Acquisition to Develop a CPA Firm’s Advisory Capabilities
One common weakness inside CPA firms is their inability to consistently sell and deliver consulting.
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Deal Killers When Trying to Merge in or Acquire a CPA Firm
There are many ways to kill a merger or acquisition. This article profiles mistakes made in CPA M&A.
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How Registered Investment Advisors Are Prospects to Buy Tax Only CPA Firms
You have a heavy 1040 tax practice. I hate to break the bad news, but most CPA firms do not want that practice.
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