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Industry News

Mandatory Retirement Age - Is it right for your firm?

Mandatory Retirement Age - Is it right for your firm?

by Bobby Riesterer | News

Mandatory Retirement Age – Is it right for your firm? It may come as a surprise that many firms do...

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Questions to Ask When Merging or Selling Upward

Questions to Ask When Merging or Selling Upward

by Bob Lewis | News

Questions to Ask When Merging or Selling Upward This document is intended to help a CPA firm size...

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Red Flags for Retaining Young Accounting Staff

Red Flags for Retaining Young Accounting Staff

by Doug Lewis | News

Red Flags for Retaining Young Accounting Staff The CPA profession is currently seeing a gap in...

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The “Big 3”: Reasons why CPA firm succession is still problematic

The “Big 3”: Reasons why CPA firm succession is still problematic

by Bob Lewis | News

We speak on CPA M&A at least a dozen times a year. Our team talks with firms trying to grow by...

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The Next Wave

The Next Wave

by Bob Lewis | News

What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up....

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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

by Bob Lewis | News

Using a Merger or Acquisition to Develop a CPA Firm’s Advisory Capabilities One common weakness...

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Deal Killers When Trying to Merge in or Acquire a CPA Firm

Deal Killers When Trying to Merge in or Acquire a CPA Firm

by Bob Lewis | News

Deal Killers When Trying to Merge in or Acquire a CPA Firm There are many ways to kill a merger or...

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How Registered Investment Advisors Are Prospects to Buy Tax-Only CPA Firms

How Registered Investment Advisors Are Prospects to Buy Tax-Only CPA Firms

by Bob Lewis | News

How Registered Investment Advisors Are Prospects to Buy Tax-Only CPA Firms You have a heavy tax...

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