Insights

Internal Succession vs. External Sale: How to Choose

Firm owners know they will face the succession question. However, few have thought...

What Happens to Your Staff After You Sell Your Firm?

What sellers can and cannot negotiate and how the talent shortage has quietly shifted the...

The 5 W's of Selling Your CPA Firm

Who. What. When. Where. Why. Five questions that turn an overwhelming decision into an...

Are You Really Ready to Sell Your CPA Firm?

A Practical Readiness Framework for Owners There are two versions of readiness. The first...

Build. Buy. Sell. Choosing the Right Path for Your Firm

The most important strategic question you will face as a firm owner is not whether to...

After the Deal Closes: A Practical Guide to M&A and Private Equity Integration

Mergers, acquisitions, and private equity investments can be genuine growth accelerators....

Why Specialty Practices Are Driving Value in Accounting Firm M&A

When AAFCPAs announced its acquisition of McLaren & Associates CPAs, the story wasn’t...

Platform or Bolt-On? What PE Investment Models Really Mean for Your CPA Firm

Private equity has arrived in accounting, and it is not slowing down any time soon. With...

Accounting Firm M&A in 2026: What the January Deal Landscape Reveals

January 2026 offered a telling picture of where the accounting firm M&A market stands....