Trends in M & A
Succession Planning: What Are the Roadblocks in Most Mergers? Is Anything "Easy"?
Originally published in the June 2010 CPA Practice Managment Forum, a monthly journal published by CCH, a Wolters Kluwer business. After being involved with hundreds of mergers and acquisitions of accounting firms over the past 20 years, we have found a trend: the bumps in the road are the same whether the mergers are between firms of equals or a smaller firm is merging into a larger one. Conversely, some surprising things are not as hard to overcome as one might think.
What Will a Bad Economy Mean for CPA Firm M&A?
Originally published in the AICPA SMALL FIRM SOLUTIONS, Winter 2009.
Every news story reinforces the idea that we are in economically challenging times. How will these turbulent times affect the mergers and acquisitions market among CPA firms? What other practice management considerations could it raise? While no one knows with certainty what will happen down the road, a look at the past sometimes can give you a sneak peek into the future.
Replacing Retiring Partners
Originally published in The CPA Journal, October 2009
The gap between accounting firm owners’ need for successors and the available pool of partner-level talent will continue to widen due to demographic changes as baby boomers age and retire to be replaced by a smaller cohort. This is probably the single most important long-term issue facing small and medium-sized firms. Many of the mergers occurring in today’s market are driven by firms’ inability to find successors for their partners internally.
Succession Planning: The Available Strategies and How They work
Originally published in the CPA PRACTICE MANAGEMENT FORUM, a monthly journal published by CCH, a Wolters Kluwer business, October 2009.
With the aging of the Baby Boomers, succession planning remains an integral part of looking to the future. This article discusses how to manage partner transition within the firm.
The Case for Mergers in This Tough Economy
Many firms are wondering how the economy should impact a decision to go forward with M & A deals right now or in the near future.
Current Trends Surrounding M & A of Accounting Firms
Reprinted with permission from Inside Public Accounting December 2007
A look at how the market is changing and why to start planning succession earlier then in the past
If the Shoe Fits
Originally published in Insight, the magazine of the Illinois CPA Society August 2007
Practice Continuation Agreements: how they work, who should have them.
Understanding the Market for Accounting Firm Mergers and Acquisitions
Originally published in the MNCPA Footnote Dec06/Jan 07
What are the factors that are driving what seems to be an unprecedented level of activity in the accounting profession for mergers and acquisitions? How are deal structures being affected?
M&A Foretold
Reprinted courtesy of INSIGHT Magazine, the magazine of the Illinois CPA Society, August 2006
The need for succession security, client growth and staff talent continues to drive the desire for mergers and acquisitions.
There's Still Time!
Reprinted with permission from Accounting Today Vol. 20 No. 2 Jan 30-Feb. 12 2006
Now may be the best time to sell – but it won’t always be a seller’s market.
How to Assess an Acquisition Strategy to Start or Expand a Financial
Original manuscript as submitted and provides the basis for the article "Adding Financial Services to Your Practice" published by the CPA Wealth Provider supplement to Accounting Today April 2005
Either you have decided to offer financial services to your clients or you want to grow the talent pool of your existing financial services practice. Should you acquire a firm that already offers those services to accomplish that goal?
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