Differentiation in the M&A Market for Accounting and CPA Firms

The accounting and CPA acquisition market has officially shifted from a seller’s market to a buyer’s market. There are still buyers out there, but the industry has seen a great metamorphosis with the aging boomer population and several rough years in the industry.  If you intend on using a merger or acquisition to transition, it is […]

CPA Firm Mergers & Acquisitions Face New Ethics Requirements

(New AICPA Guidance on CPA Practice Sales and Mergers) In 2016 the AICPA (American Institute of CPAs) published some new ethics guidelines that became effective June 30th of 2017. For those CPAs intending to enter into an M&A (Mergers and Acquisitions) arrangement in 2018 and beyond, it would be beneficial to review these new requirements […]

Business Acquisitions: How to Know When the Time is Right

In every successful business, the goal is sustained growth over a long period. This can be accomplished in a number of ways; growing market share with your current product offerings, adding new and complimentary products and/or services, and acquiring a competitor are three of the primary ways to grow a business. In addition, within each […]

Financial Considerations of Purchasing a CPA Practice

Smart Money Week is a good time to examine the financial considerations of purchasing an accounting practice. Because CPA practices have a seasonal aspect to them, it is important that when entering the business, you will be in a financial position to be profitable not just for 4 months out of the year, but for […]

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