Blog

January 16, 2020

Setting goals allows you to create a path towards growing your accounting firm. Without goals, you may not know exactly what you’re trying to achieve. […]

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September 3, 2019

When buying a tax and accounting practice, analyzing the practice and structuring reasonable price and terms is a pretty complicated endeavor.  As with all complicated […]

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August 9, 2019

When I mention “the economics” of the transaction, I am most specifically referring to the anticipated cash flow of the acquirer.  This is an important […]

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May 16, 2019

In looking back at the transactions we have represented, there are several lessons we would like to share.  This is our brief summary of lessons […]

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May 16, 2019

This is not a new issue in our experience, but an important one to revisit.  For us this typically is an issue with attorneys who […]

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May 16, 2019

We have quite a few sellers who engaged us after October 15th and quite a few buyers who made their initial inquiry about a practice […]

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May 16, 2019

Selling your practice or acquiring a practice is not your normal day to day activity.  It is an emotional process because there is inherent risk […]

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May 16, 2019

I have yet to meet a seller who doesn’t wish to receive 100% of their selling price in cash at closing.  I have yet to […]

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May 16, 2019

This issue rears its head every year and this is not always an easy question to answer. As a general rule of thumb we advise […]

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May 16, 2019

This seems like an obvious point to me, but I am coming up on the end of my 14th year in this business and I […]

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May 16, 2019

There are a few brokerage firms in the nation that have been successful by telling their prospective clients what they want to hear… “we can […]

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May 16, 2019

We have quite a few sellers approach us about selling just a portion of their practice.  In some instances, this was driven by a desire […]

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