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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