Not for Sale: Independence Is Still a Viable Choice for CPA Firms Thriving without private equity isn’t about rejecting progress—it’s about pursuing a different, more self-directed vision of growth and success.

Rethinking Independence: 4 Exit Strategies for CPA Firms to Consider Are you rethinking the value of going it alone? Here are some exit strategies that can give you peace and confidence in where your firm is headed.

Independence at a Crossroads: Should Your Firm Take the Private Equity Path? With growth capital on the table and cultural costs in the balance, accounting firm leaders face a high-stakes decision—should they take the private equity deal or remain independent?

Choose Your Own Adventure: Investors or Independence As CPA firm leaders think about the future of their organizations, we want them to know that they have options.

Alternative Practice Structures: Opportunity and Responsibility As alternative practice structures become commonplace in the accounting profession, CPAs and their firms must carefully consider their legal and professional obligations.

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.