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...
Deal Killers When Trying to Merge in or Acquire a CPA Firm
Deal Killers When Trying to Merge in or Acquire a CPA Firm There are many ways to kill a merger or...
How Registered Investment Advisors Are Prospects to Buy Tax-Only CPA Firms
How Registered Investment Advisors Are Prospects to Buy Tax-Only CPA Firms You have a heavy tax...
