Category: Seller Considerations
Pricing Accounting Practices on EBITDA? Why CPA Firms Are Commanding Higher Multiples and How to Maximize Your Valuation
CPA firms are quietly becoming some of the most sought-after acquisition targets in the lower middle market. And for good reason: recurring revenue, embedded client relationships, and the trusted role...
Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his...
3 Major Pitfalls of the Letter of Intent in CPA Firm Sales
In the current market, Private equity (PE) firms are increasingly reaching out directly to firm owners, often with heavily contingent (“earnout“) offers and a sense of urgency. Most aim to...
Navigating CPA Firm Partnerships: Preventing and Resolving Potential M&A Challenges
When it comes to partnerships, some of the most common pitfalls that we see CPA firms face are growth decision-making conflicts and exit strategy misalignment. Left unaddressed, these issues can...
Nine Resources for Accountants to Crush It This Tax Season!
As we plunge into another tax season we have put together a resource roundup for you. Whether you are hoping to optimize your firm to make the next few months...
The Top 5 Blog Posts from the Past Year: Insights for CPA Firms
As we ring in a new year and gear up for the next tax season, it’s time to look back at the articles that resonated most with our audience. From...
5 Reasons to Avoid an Earnout When Selling Your Accounting Practice
A version of this article first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA How does an earnout affect the buyer and seller? Earnouts are popular...
Hiring Team members when selling an Accounting Practice
Should I actively try to hire new team members while my accounting practice is for sale; or, is it better to wait and leave that to the buyer? Our general...
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