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:

  • What Metrics Do Banks Look at for SBA Financing?

    Many people who are starting or expanding their CPA businesses through the purchase of an existing accounting practice utilize programs of the U.S. Small Business Administration for financing. Under these programs, regular banks make and service the loans, but a portion of the loan is guaranteed by the SBA. If you haven’t applied for an […]

  • 5 Ways to Prepare Your CPA Practice for Selling

    Selling the CPA practice you’ve spent years or even decades of your life building is a big decision. It is often important to start preparing one or two years before the sale. While there are some things you can’t alter – you’re unlikely to move your Chicago CPA practice to New York – you absolutely […]

  • 5 Questions for Prospective Buyers in an Accounting Firm Sale

    You’ve spent years building your CPA firm, developing client relationships and cultivating your niche in the marketplace. When the time comes to sell, selecting the right buyer can leave you in a cold sweat. How do you know this person or firm will maximize your firm’s profitability, satisfy your loyal clients and keep long-term employees […]