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. They have the attention and trust of their clients, but fail to suggest other services...
Deal Killers When Trying to Merge in or Acquire a CPA Firm There are many ways to kill a merger or acquisition. This article will profile basic and advanced mistakes geared toward the CPA profession, but these deal killing concepts can be applied to any industry. The...
How Registered Investment Advisors Are Prospects to Buy Tax Only CPA Firms You have a heavy tax practice with a lot of 1040 clients. I hate to break the bad news, but most CPA firms do not want that practice. The exception will be very high end 1040 fee clients, but...
