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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.

How Registered Investment Advisors Are Prospects to Buy Tax Only CPA Firms

NewsBy Bob LewisOctober 5, 2017

You have a heavy 1040 tax practice. I hate to break the bad news, but most CPA firms do not want that practice.

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