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.

When Diversity Is the Deal Planning for the growth, sale, or succession of any accounting firm is challenging, but minority-owned firms require special attention to future leadership, mission, and cultural preservation years before decisions get made.

When Trust Is Not Enough Becoming the most valued—most strategic—business advisor is the new path forward for CPAs.

Managing M&A Integration Challenges Capturing the full value of a business combination hinges on what happens after the deal closes. Here’s what to watch for.

What’s Shaking Small Firm M&A? Small accounting practices have their work cut out for them in today’s mergers and acquisitions environment.