Category: Seller Considerations
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...
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm
Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan...
What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith – Podcast
What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the...
Deal Making (M&A) Observations on Private Equity in the Accounting Industry
Always remember – It’s all about the fit. An initial heavy focus on fit rather than the transactional elements of a deal is the best way to approach a potential...
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