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Despite restrictions in place due to COVID-19, accounting firms are continuing to acquire and merge in other practices and related businesses. With the inherently confidential nature of mergers and acquisitions (M&A) and the stunted ability to physically meet, most discussions are limited to…

Most CPAs are aware they have a fiduciary responsibility to protect the client information they have been entrusted with, but many do not realize that it is a legal requirement….

Merging or acquiring another firm is one of the most effective methods of growing an accounting practice.  Potential candidates are usually vetted based on partner and practice compatibility, desired location…

Growth is an important goal for most firms and in many cases, the quickest way to increase practice size is to acquire or merge in another firm.  Unfortunately, success is…