Understanding Options, Layers, & What Creates a Premium

Understanding Options, Layers, & What Creates a Premium

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...
Leading the Dialogue on the Future of the Profession

Leading the Dialogue on the Future of the Profession

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...
Merging or Selling After Tax Season

Merging or Selling After Tax Season

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...
Navigate Your Merger or PE Process

Navigate Your Merger or PE Process

Do You Need a Navigator? Getting flooded with calls and emails? Not all PE groups or upward merger firms are equal, and deal structures can be complex. The financial elements of getting to adjusted EBITDA, the scrape, the multiple, the earnout target, working capital,...