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Many firms across the country that previously declared no interest in merging are now actively engaged in merger discussions with other firms. According to the AICPA 2016 succession survey:

  • 35 percent of the CPA firm owners surveyed by the AICPA will retire by 2020
  • In the next five years, data show that 57.5% of the firms said they would have one-quarter or more of their ownership in transition and 27.8% will have half or more of their ownership in transition

A merger, if planned and executed well, will provide substantial advantage for the merged firms and their respective staff and clients. A merger of any kind - upstream merge, merger of equals, merger for succession, merger for practice development or niche acquisition - requires a significantly different form of investigation and analysis than an acquisition or sale.

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If you have a question about your practice, its value or are seeking information about merger or merging, please use the Ask the Advisors program. There is no fee or obligation for this service. This is a confidential service. Please ensure the email address or telephone number you provide is secure or private.