Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may...
Industry News
Bob Lewis
Will coronavirus create risk or opportunity for your firm?
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are...
Transition Planning – Option 2 Family Succession
Owners need to understand that conducting a family succession requires a very different path than...
Why Is Your Staff Disengaged?
Most professionals are not engaged. You might disagree with this because your mind will go to the...
The Succession Domino Effect
It’s here and it is bad. There are plenty of statistics on CPA firm succession. Most paint a more...
Transition Planning – Option 1 Selling Your Business
Transition Planning – Option 1 Selling Your Business When it comes to selling your business, there...
Strategies to Retain Your Firm’s Legacy
A Pattern Exists in CPA Firms One constant we see as CPA growth consultants and M&A search...
The Math Behind Growing a CPA Firm 10%
A major flaw in growth planning is the miscalculation of client runoff. Runoff occurs in every...
Questions to Ask When Merging or Selling Upward
Questions to Ask When Merging or Selling Upward This document is intended to help a CPA firm size...
The “Big 3”: Reasons why CPA firm succession is still problematic
We speak on CPA M&A at least a dozen times a year. Our team talks with firms trying to grow by...
The Next Wave
What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up....
Using a Merger or Acquisition to Develop a CPA Firm’s Advisory Capabilities
Using a Merger or Acquisition to Develop a CPA Firm’s Advisory Capabilities One common weakness...