Succession Planning Strategies Every Firm Leader Should Consider Don't leave your greatest asset to chance. Start planning early to ensure your accounting firm prospers under new leadership.

How to Build a Modern Due Diligence Framework for M&A Success Today’s dynamic M&A landscape requires a due diligence framework that integrates advanced technologies, sharper analytics, and forward-looking insights.

One Last Busy Season: Prepping Your Firm for a Successful Sale Preparing for the sale of an accounting firm requires a lot of careful planning. Here’s what firms need to consider before selling, merging, or taking on a private equity investment.

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.