Industry News
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.