Targeting Prospective Clients
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%
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?
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
When merging or selling, it is normal to go into a larger firm.
Red Flags for Retaining Young Accounting Staff
The CPA profession is currently seeing a gap in succession talent.
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.
The Next Wave
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
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
There are many ways to kill a merger or acquisition. This article profiles mistakes made in CPA M&A.
How Registered Investment Advisors Are Prospects to Buy Tax Only CPA Firms
You have a heavy 1040 tax practice. I hate to break the bad news, but most CPA firms do not want that practice.