Merger & Acquisition Articles

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

"Bank-Financing An Accounting Practice Sale"

Read our featured cover article, “Bank-Financing An Accounting Practice Sale” in the Journal of Accountancy.

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"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:

  • CPA Practice Valuation

    Since each CPA practice is unique, it’s crucial to take the time to correctly value a CPA practice. All too often, a CPA devotes decades of work to his or her company, then offers the practice for sale for much less than it’s worth. Since the accounting practice is probably their largest asset, retiring CPAs […]

  • Are You Really Ready to Sell?

    It is just after tax season, that annual lull in activity before more deadlines are hanging over your head just around the corner. You might be saying to yourself, “I need to spend more quality time with the grandkids and do some fishing up country. I’m more than ready!” But are you really? There is […]

  • Critical Questions for CPAs Selling a CPA practice

    Making a deal for a CPA practice for sale always carries inherent risk. If you are reading this, you are more than likely an accountant. Therefore, it is in your DNA to do what is necessary to at least minimize, if not altogether avoid, risk. Unfortunately, when it comes to selling an accounting firm, many […]

  • Managing the Psychological Aspects of the Sale

    Buyers looking to acquire a CPA practice for sale have already done the deep analysis and concluded that to receive financing, efficiently achieve their profit goals, and create the level of earnings to support their desired lifestyle, buying an already established firm is the smart move. Assuming the accounting practice for sale is on solid […]

  • Due Diligence – The Decisive Data Points

    Make no mistake. The buyer due diligence process in accounting firm sales is an inspection to corroborate the material aspects asserted by the seller of a CPA practice in the comprehensive financial information provided by the seller to the buyer. Due diligence is also typically performed related to certain information provided by the buyer to […]

  • Week 1 After Selling Your CPA Firm

    The first day after selling your CPA firm will probably be very odd. You wake up and get ready to go into the office just like every day for the last 20-plus years. Suddenly you remember: You sold your practice! Life as you know it is radically shifting. Your future is suddenly unknown, which can […]

  • 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 […]