The computers, scanners, and desks your team uses may belong to different people or businesses. Some may be paid for, […]

Some accounts may transfer, but we wouldn’t assume they all will. A change of administrator, a transfer of billing, and […]

Not necessarily. Continued use of a firm’s name depends on the rights involved, the sale agreement, and applicable business and […]

Existing referral relationships may continue after a sale, but an introduction does not guarantee future referrals. Written arrangements need review, […]

Knowing when to outsource bookkeeping starts with understanding your firm’s workload. If recurring bookkeeping tasks are delaying client deliverables, consuming […]

A succession plan for a CPA firm should explain who will take over, when the transition will begin, how ownership […]

Private equity-backed acquisitions are changing competition in the accounting profession, but independent firms do not need outside investors to pursue […]

Two accounting firms generating $2 million in annual revenue can receive different purchase offers because buyers evaluate more than total […]