We hope you, your family, your staff and your clients are healthy and all taking the necessary precautions to stay that way under the current […]

Accountants know the busyness and stress that comes from tax season, those grueling months from January to April. No matter if you focus on auditing […]

The transition after the purchase of a CPA firm can involve many moving pieces. One of the biggest considerations is the employees and how to […]

Updated September 2, 2020 When looking for accounting firms for sale, there are numerous things a buyer will want to consider. Choosing to purchase an […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]