Everyone is Aware of Private Equity in Accounting The true catalyst behind the surge in mergers and...
Industry News
Bob Lewis
2025 Options For Your Firm
Looking Forward. Although we still have a few months left in 2024, most firms that are making...
Identical Looking Deals May Not Be the Same
The value multiple may look the same, but that is only one piece of a deal structure. Beyond...
Too Many Firms Are Contemplating What To Do
M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing...
Mergers vs Acquisitions vs Private Equity?
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you...
Has private equity changed what your firm is worth?
There are many conversations about what a firm is worth. Even firms that have or had no desire to...
Podcast: The changing of the guard
The profession is seeing wholesale shifts in generational approaches across a range of areas, say...
PE Makes a Big Splash
by Bob Lewis | Events, News, Resource Network
PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the...
Bill.com Accounting Firm Succession: Will You Have to Sell or Merge?
Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels...
The BDO Deal Will Change M&A Transactions
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person...
Accounting Today: The Value of Disruption
With so much disruption being thrust upon them, you’d think the last thing accounting firms...
Universal Transition Planning Division
Significant Profit Generator Every CPA firm has clients that need to sell or exit. For most,...