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  • Our Expertise
  • Team
  • CPA M&A
  • Growth
  • Consulting
  • Speaking
  • Blog

Understanding Your Firm Growth Math

NewsBy Doug LewisFebruary 7, 2018

Most CPA firms across the country generally set a growth goal.

Targeting Prospective Clients

NewsBy Mike LewisJanuary 4, 2018

One of the first steps in a successful business development outreach campaign is determining the type of client to target.

The Math Behind Growing a CPA Firm 10%

NewsBy Bob LewisDecember 28, 2017

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.

Mandatory Retirement Age – Is it right for your firm?

NewsBy Bobby RiestererNovember 30, 2017

It may come as a surprise that many firms do not mandate retirement ages for their firm partners.

Questions to Ask When Merging or Selling Upward

NewsBy Bob LewisNovember 16, 2017

When merging or selling, it is normal to go into a larger firm.

Red Flags for Retaining Young Accounting Staff

NewsBy Doug LewisNovember 9, 2017

The CPA profession is currently seeing a gap in succession talent.

The “Big 3”: Reasons why CPA firm succession is still problematic

NewsBy Bob LewisNovember 2, 2017

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.

The Next Wave

NewsBy Bob LewisOctober 26, 2017

What’s going to happen in the world of CPA firm mergers & acquisitions?

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.

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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