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...
Disruption & Opportunity in Accounting Firm Mergers & Acquisitions
When it comes to mergers and acquisitions, where should you start? This session will dig...
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,...
State of the CPA Profession
Bob and Doug Lewis recently delivered a thought-provoking presentation on the current State of the...
Webinar - How Modern Accounting Firms Are Solving for the Capacity Conundrum
The talent shortage in the accounting industry is creating significant challenges in...
Is Your Firm at an Inflection Point?
Another busy season has passed. The profession continues to wrestle with labor issues,...
Core Metrics Impacting CPA Firm Values
Are You Looking At The Right Metrics! The M&A activity in the accounting profession...
Firms Give Away Profits in Revenue Adjustments
Busy Season Is Here Firms are so buried they often lose focus on profitability by client....
Is There a Pricing Ceiling?
The ceiling is often what the CPA perceives as too high. We are in a dynamic market created...
