Thank you for opting-in to the subscription service. Your free monthly report will arrive at the end of the month.
In the meantime, check out the previous installments of these reports:
October 2018 - The Emotional Side of CPA Firm Mergers
September 2018 - When Should Succession Planning Begin?
August 2018 - Roadblock to Avoid
July 2018 - Getting Your Firm Ready for a Merger
June 2018 - The Evolution of the CPA Firm
May 2018 - Seven Steps to Closing a Sale
April 2018 - The Evolution of the One Client Firm
January 2018 - Client Retention
November 2017 - Due Diligence
October 2017 - Impact of Technology on Firm M&A
September 2017 - Post Merger Integration Plan
August 2017 - CPA Firm Multiples
July 2017 - Exit Strategies
June 2017 - Growing Season
You may also be interested in our Resources pages, including the many Articles we have written on a variety of topics, and our M&A FAQ.
Leading CPAs Through Transition With Succession and M & A Strategies
Transition Advisors LLC., are experts in consulting for the accounting profession. We specialize in advising managing partners who are actively pursuing growth and succession strategies including expert advice on mergers & acquisitions.
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