Strategies to Retain Your Firm’s Legacy
One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent.
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Understanding Your Firm Growth Math
Most CPA firms across the country generally set a growth goal.
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Targeting Prospective Clients
One of the first steps in a successful business development outreach campaign is determining the type of client to target.
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The Math Behind Growing a CPA Firm 10%
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.
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Mandatory Retirement Age – Is it right for your firm?
It may come as a surprise that many firms do not mandate retirement ages for their firm partners.
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Questions to Ask When Merging or Selling Upward
When merging or selling, it is normal to go into a larger firm.
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Red Flags for Retaining Young Accounting Staff
The CPA profession is currently seeing a gap in succession talent.
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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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