Firm & Practice Management

Putting All the Ducks in a Row: Advising Clients on Selling a Business
 

Putting All the Ducks in a Row: Advising Clients on Selling a Business

Posted: April 9, 2018
Owners with a company in pristine condition are rewarded with a top-dollar offer, while businesses that need improvement or lack a key component are more likely to be passed over, garnering few – if any – offers. Here is some advice to keep sellers on track.

The CPA Industry – A Profession in Transition
 

The CPA Industry – A Profession in Transition

Posted: February 8, 2018
As CPAs begin to look at the first quarter of 2018, albeit in the middle of busy season, there is an undeniable fact that must be addressed — the CPA profession is undergoing dramatic changes from virtually every angle.

The 5 Cs of Building or Buying Alternative Practices
 

The 5 Cs of Building or Buying Alternative Practices

Posted: December 13, 2017
Acquiring a firm with the talent you need can be challenging in itself, but even a small, targeted acquisition of specific talent can be the boost you need to grow a niche practice.


Growth via Acquisition
 

Growth via Acquisition

Posted: August 31, 2017
Mergers and acquisitions have proven to be far more productive and much more successful than building growth organically. The most successful firms that use M&A as a growth strategy start with small deals and target larger M&A prospects. Find out how they do it.



When the CPA Pipeline Slows, How Do You Get the Flow Going?
 

When the CPA Pipeline Slows, How Do You Get the Flow Going?

Posted: June 26, 2017
Enrollments in accounting programs nationwide are at or near all-time highs. Nevertheless, in percentage terms, fewer graduates of accounting programs are proceeding to become CPAs. Find out what are the challenges today.

Defending Against a Succession Planning Crisis
 

Defending Against a Succession Planning Crisis

Posted: June 5, 2017
Many CPA firms wish to remain independent, but few of them have completed and implemented formal plans to ensure their legacy. Succession plans shouldn’t be static. Read to find out more.

7 Aspects of Your Firm Culture That Can Make or Break a Merger
 

7 Aspects of Your Firm Culture That Can Make or Break a Merger

Posted: May 24, 2017
When it comes to a merger of accounting firms, the process can depend on way more than the bottom-line financial terms of the deal. Without a clear view of the culture, one side or the other may be surprised later in the negotiating process.