by Bob Lewis | Aug 14, 2023 | News
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...
by Doug Lewis | Jul 26, 2023 | News, Webinars
When it comes to mergers and acquisitions, where should you start? This session will dig into understanding and redefining a firm’s value. Private equity is the big buzz term, but it is the primary driver. Far from it. The CPA world is large, and private equity is a...
by Bob Lewis | Jul 13, 2023 | News
Significant Profit Generator Every CPA firm has clients that need to sell or exit. For most, this will be the only time they will ever exit a company. It is an emotional process and they need someone to prepare the exit strategy, manage the timelines, and guide them...
by Bob Lewis | May 19, 2023 | News, Webinars
The talent shortage in the accounting industry is creating significant challenges in managing workloads and impacting firm growth. In this webinar, we will explore ways in which firms are mitigating this risk and creating capacity.Aiwyn, Bob Lewis, and Netgain...
by Bob Lewis | Apr 28, 2023 | News
Another busy season has passed. The profession continues to wrestle with labor issues, forcing firms to try to expand their capacity and find ways to sustain profitability or continue growth. The continued reduction in the supply of CPAs is simple math. Aging CPA Baby...
by Doug Lewis | Mar 29, 2023 | News
Are You Looking At The Right Metrics! The M&A activity in the accounting profession continues to increase and strategies continue to adapt. More practices than ever are hitting the market due to a lack of session plans and increased competition as firms...
