One of the common weaknesses inside CPA firms is their inability to consistently sell and deliver consulting. They have the attention and trust of their clients, but fail to suggest other services because the infrastructure inside most firms is not set up to deliver... read more
There are many circumstances that can kill a merger or acquisition. This article will profile basic and advanced mistakes applicable to the CPA profession; however, these deal killing concepts can be applicable to any industry. One major mistake can be the decision to... read more
Consider a CPA heavy-tax practice with a lot of 1040 clients. I hate to break the bad news, but most CPA firms do not want to acquire that practice. The exception will be very high-end 1040 fee clients, but even then, unless the firm has a wealth management practice,... read more
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