November 2017 - Oak Street Funding

Recruiting: tactics for adding talent

Nov 10, 2017 | CPA Practice, CPA Practice - Acquire Buy, CPA Practice - Working Capital, CPA Practice Debt Restructure, CPA Practice Sell/Succession

The business community’s appreciation for the value of what CPAs know has increased in recent years. That’s great news, except for those responsible for finding and hiring CPAs. With so many companies eager to put that financial brainpower to work, a highly qualified...
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Steady reasoning is the safest course through a chaotic environment

Nov 10, 2017 | CPA Practice, CPA Practice - Acquire Buy, CPA Practice - Working Capital, CPA Practice Debt Restructure, CPA Practice Sell/Succession

A key advantage of doing business in this digital age is easy and constant access to an unprecedented amount of information. And a key disadvantage of this age is being overwhelmed by more information than one could possibly hope to consume. That’s particularly true...
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Acquisitions can make your firm more diverse

Nov 10, 2017 | CPA Practice, CPA Practice - Acquire Buy

Diversification to limit risk One of the most basic pieces of advice most CPAs learn long before they take their first accounting course is “don’t put all your eggs in one basket.” Whether that came from your father when he told you to apply to more than one employer,...
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Acquisitions can make your firm more diverse

Nov 9, 2017 | RIA Firm, RIA Firm Acquire Buy

If you’re like most RIAs, one of the first pieces of advice that you share with nearly every client is to keep their portfolio diversified. In fact, most of us learned that “don’t put all your eggs in one basket” message long before we began careers in the investment...
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Recruiting: tactics for adding talent

Steady reasoning is the safest course through a chaotic environment

Acquisitions can make your firm more diverse

Acquisitions can make your firm more diverse

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