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 Bobby Riesterer | Jun 13, 2025 | News
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...
by Lori Bowden | Feb 18, 2025 | News
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,...
