insights for cpa firms

Much like real estate transactions, location and size matter in today’s CPA M&A world. Despite the rise of remote work, geography...

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced the addition of Philadelphia-area...

Many CPA firm leaders grapple with the right approach to practice succession. To help firms figure out the best succession solution for...

Whether you're exploring a sale, planning for succession, or evaluating growth through acquisition, your first merger meeting sets the...

Much like the certainty of death and taxes, after every tax season many CPAs will wonder if there is a better way. With all the M&A...

Tax season puts all CPA firms to the test. It requires that your people, procedures, technology, and client services are all working at...

Many firms will determine—either now or right after tax season—that a merger is a top priority. Whether your firm will be the successor...

2024 was another extremely active year for CPA firm M&A. What we’ve learned from our many years of strategic advising and facilitating...