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Oct192017

Using a Merger or Acquisition to Develop a CPA Firm’s Advisory Capabilities

NewsBy Bob LewisOctober 19, 2017

One common weakness inside CPA firms is their inability to consistently sell and deliver consulting.

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Oct122017

Deal Killers When Trying to Merge in or Acquire a CPA Firm

NewsBy Bob LewisOctober 12, 2017

There are many ways to kill a merger or acquisition. This article profiles mistakes made in CPA M&A.

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Oct52017

How Registered Investment Advisors Are Prospects to Buy Tax Only CPA Firms

NewsBy Bob LewisOctober 5, 2017

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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