One of the first steps in a successful business development outreach campaign is determining...
The Math Behind Growing a CPA Firm 10%
A major flaw in growth planning is the miscalculation of client runoff. Runoff occurs in every...
Mandatory Retirement Age - Is it right for your firm?
Mandatory Retirement Age – Is it right for your firm? It may come as a surprise that many firms do...
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...
Red Flags for Retaining Young Accounting Staff
Red Flags for Retaining Young Accounting Staff The CPA profession is currently seeing a gap in...
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...
