An Enlightening M&A Conversation
I have worked with many firms to help them achieve the best merger whether they are acquiring or being acquired. It is a very intense, thorough, and sometimes …
Two Firms Form HCJ CPAs
I am very proud and honored to have been involved in the following. It was especially nice that I could serve both sides in the merger. Here’s the press …
SPECIAL WEBINAR – VALUATION IS DRIVEN BY TERMS OF CPA MERGERS & OTHER KEYS TO SUCCESS
If you are considering a merger, join me for an informative webinar via CPA Leadership Institute. Valuation is Driven By Terms of CPA Mergers and Other Keys to …
Working Two Sides of The Street in a Merger
Sometimes, when I am involved in helping a firm begin and complete a merger endeavor, I end up facilitating the process for both sides of the merger. It …
Profitability
As you manage your accounting practice, sometimes your attention gets diverted to things that might not be as important as others. Of course, you worry about …
Do You Have Any Sacred Cows?
I have worked through many merger negotiations, several as managing partner of my own firm, and even more during consulting engagements. As an acquirer, there …
What is Your Practice Worth in the 2013 M&A Market?
Tax Season 2013 is over and the M&A frenzy will pick back up again where it left off. So, what is your practice worth? What can you expect whether you are …
M & A is Hot – Information to Help You Play the Game
There is no question that M&A is hot. The 2012 PCPS Succession Survey asked multi owner firms (509 participants) whether they had been in active M&A …
Average Billing Rate Per Hour in CPA Firm Mergers
I have had several questions regarding my November 11 blog post entitled Five Merger Tips to Help You Seal the Deal. They have centered around my comments on …
Five Merger Tips to Help You Seal the Deal
Having completed five mergers while the managing partner of my firm, I learned many lessons along the way and have some of the scars to prove it. There is no …