top of page

insights for cpa firms
Search


Video: How to Get the Most for Your CPA Firm
5 suggestions for sellers looking to maximize their value in an M&A transaction.
May 17, 20241 min read


Video: How CPA Firms Buyers Get What They Want in M&A
Best practices to help buyers beat out their competition in active M&A pursuits.
May 17, 20241 min read


Video: Mastering the Merger Process
Ira Rosenbloom outlines key steps to success for CPA firms entering the mergers and acquisitions (M&A) process.
May 17, 20241 min read


Critical Questions to Determine M&A Viability
Key questions each side should ask in CPA firm mergers and acquisitions (M&A)
May 12, 20241 min read


How to Gain an Edge in Practice Continuity and M&A Post-Tax Season
Once you get billings caught up and refresh yourselves after tax season, spend time looking at the health of your firm and its future....
Apr 23, 20242 min read


Winning Continuity Plans for Owners, Clients, and Successors
Successful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
Apr 4, 20241 min read


How Main Street CPA Firms Can Attract Buyers
While there are more than 46,000 public accounting firms in the U.S., most of these are not mega-firms; they are practices that each...
Mar 12, 20241 min read


Use Tax Season to Make M&A Dreams a Reality
Many a Managing Partner will find getting through tax season a bit easier by dreaming about a merger after tax season. It takes a lot to...
Mar 7, 20242 min read
bottom of page
