ACCOUNTING PRACTICE INSIGHTS BLOG

Navigating the Sale of a CPA Practice From a Seller Turned Intermediary
Barbara Agerton flunked retirement. After selling her California CPA practice, she thought she’d ride off into the sunset with her husband. Instead, she got bored, picked up the phone, and...

Make Sense of the Accounting M&A Market: Personal Timing is Still Most Important
Recently, we had the pleasure of doing a crossover podcast episode with Rob Brown from the Inside Public Accounting podcast. We discussed the current landscape of accounting practice M&A, the...

The Readiness Test: How to Know If You're Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast...

PE is Moving Into Accounting - Here’s What I Heard at Harvard
I recently spent a Saturday in Boston at the Venture Capital and Private Equity Conference hosted by Harvard Business School. While we have extensive experience working with private equity in...
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