Merger & Acquisition Articles

Read Our Featured Articles in the Journal of Accountancy and Other Accounting Industry Publications:

"Maximize Proceeds In Accounting Firm Sales"

Read our featured article, "Maximize Proceeds In Accounting Firm Sales" in the Journal of Accountancy.

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"Navigating the Path To Success In Accounting Practice Sales"

Read our featured cover article, "Navigating the Path To Success In Accounting Practice Sales" in the Journal of Accountancy.

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How To Keep Clients After An Accounting Practice Sale

"How To Keep Clients After An Accounting Practice Sale"

Read our featured cover article, "How To Keep Clients After An Accounting Practice Sale" in the Journal of Accountancy.

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"Avoid the Mistake of Choosing the Wrong Buyer"

Read our featured article, "Selling your Accounting Practice? Avoid the Costly Mistake of Choosing the Wrong Buyer, in Today's CPA".

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Additional Highly Valuable M&A Articles:

  • The Importance of a Letter of Intent in Accounting Practice Sales

    Minimizing risk should be as important as maximizing the sales price and terms of an accounting practice for sale. Assuming you have used our proven methods and have identified a qualified buyer from a competitive pool, whom you judge to be the right fit for your CPA practice for sale, and who appears to be […]

  • Avoid These Buyers When Pursuing Accounting Practice Sales

    If you are serious about getting the maximum market value in an accounting practice sale, the most important task is finding the right buyer. There are a myriad of criteria you should look for in an accounting practice buyer. This subject has been discussed in depth at the following link: https://accountingbroker.com/5-questions-for-prospective-buyers-accounting-firm-sale/ However, there are CPA […]

  • Top Reasons Why A Seller Should Hire An Accounting Business Broker

    If you are selling your CPA practice or firm, or even just thinking about it, what is most likely of paramount importance to you is finding a qualified buyer who is a great fit for your practice while receiving maximum value and maximum cash at closing. You are likely thinking: “Right. Well tell me something […]

  • Top 5 Best Mergers and Acquisitions in the 21st Century

    Like a good marriage, two companies can combine and become more than the sum of their parts. Many factors go into a successful merger, including senior teams that can work well together, shared values and an understanding of each other’s business culture. Employees, stock owners and other stakeholders also need reassurance along the way as […]

  • Selling Your CPA Firm to a Millennial

    Most people have heard the stereotypes about millennials – that generation born after 1980. Lazy. Narcissistic. Disloyal. Entitled. Only interested in positive feedback. They care more about money than meaning, and are married to their smartphones. But is this true? And what if a millennial wants to buy your CPA firm? Should you sell your […]

  • Addressing Employee Non-Compete Agreements in Accounting Practice Sales

    Whenever Accounting Broker represents the seller of an accounting practice, we coach that seller to have non-compete agreements in place with the accounting practice’s employees. This helps to protect the practice from employees leaving and taking clients of the firm with them when they leave. Without non-compete agreements, a potential buyer of the practice would […]

  • What Are The Typical Terms of an SBA Loan For The Purchase of an Accounting Practice?

    When buying a CPA firm, many people turn to lending programs backed by the Small Business Administration (SBA). When compared to many conventional lending programs, SBA-backed loans offer flexibility, longer terms, and potentially lower down payments. Many buyers of CPA practices can take advantage of the SBA’s most popular loan program, the SBA 7(a). Preferred […]