The Blog
Strategy, Structure, and Stories from the Front Lines of Firm Building and Buying
Released Date: 02/21/2025
A Smarter Strategy for High Volume 1040s Buying a CPA firm with many low-value 1040s can be a goldmine with […]
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Released Date: 01/03/2025
Selling a company is a major milestone—one that requires more than a buyer and a signed LOI. It demands preparation, […]
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Released Date: 12/27/2024
Which Exit Strategy Fits Your CPA Firm? Every CPA firm is different—but when it comes to exiting, most firms fall […]
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Released Date: 12/20/2024
In the accounting industry, specialization and focus are key to maximizing both efficiency and profitability. If you’re looking to streamline […]
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Released Date: 12/13/2024
Why a Flexible M&A Deal Structure Makes the Impossible Work The path to a successful deal often hinges not just […]
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Released Date: 12/06/2024
Understanding the Value of a CPA and Wealth Management Partnership As CPAs, your primary responsibility is ensuring the financial accuracy […]
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