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Mergers & Acquisitions
Merger Guidance for CPA Firms: Start Early, Plan Strategically for Long-Term Success
The papers are signed, and your merger is officially closed—but what comes next? Experts share their guidance for achieving post-merger success.
Best Practices in Post-Merger Integration
Two seasoned public accounting firm leaders share their tips for finding success when combining firms.
IN PLAY: Allan Koltin, CPA, CGMA
As one of the nation’s top accounting consulting experts, longtime Illinois CPA Society member Allan Koltin, CPA, CGMA, shares his advice for firms exploring growth via private equity.
Deal or No Deal? My 2024 M&A Predictions
The merger and acquisition landscape continues to evolve at a rapid pace as firms seek to expand their offerings and accelerate growth.
Eyes on the Prize: M&As, Leadership Changes Present Growth Opportunities
Merger and acquisition (M&A) activity among CPA firms has been on a wild run over the past few years. While these deals are often great for leaders at the top, what about the rest? Experienced M&A leaders offer suggestions on how staff can use these transitional changes to their advantage.
Mergers and Acquisitions: What Do You Owe Your Clients?
When a merger or acquisition takes place, CPA firms have both a legal and ethical responsibility to their clients.
The Hand of Private Equity in Accounting Firms
Private equity is reaching into the accounting world, but why—and what’s the trade-off for CPA firms?
The 2022 M&A Outlook
After a record-breaking volume of global deals in 2021, what’s the forecast for mergers and acquisitions this year? Our expert says it’s likely to stay brisk.
Selling a CPA Firm or Small Business
These 10 essential steps will prove a handy guide to any M&A transaction, whether you’re a founder looking for an exit strategy or a CPA advising on another deal.
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