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Mergers & acquisitions

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

Reviewing Your Current Owner Agreement

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Market Positioning for Firms Seeking to Sell or Merge Upstream

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

Planning for Firms Seeking to Grow Through Mergers and Acquisitions

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

A Fresh New Approach to Owner Agreements and Admitting New Partners

Join industry experts, Joel Sinkin and Terry Putney of Transitions Advisors, LLC, who have partnered with the AICPA to deliver a series of personalized reports for...

Publication Mergers & acquisitions Advanced

How to keep clients after an accounting practice sale

Client attrition is a significant threat to the success of an accounting firm merger or sale. This article discusses the pivotal parts buyers and sellers have to...

Article Mergers & acquisitions Intermediate

Navigating the path to success in accounting practice sales

This article provides guidance on avoiding hazards that can derail the sale of a CPA firm and jeopardize the financial future of the firm and its owners.

Article Mergers & acquisitions Foundational

Want your merger to work? Implement these 10 ideas

This article presents 10 ideas to pursue a truly strategic approach to your firm’s merger pursuits.

Article Mergers & acquisitions Intermediate

Acquisition rules for CPA firms to live by

This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.

Article Mergers & acquisitions Intermediate

Managing liability risk after a merger or acquisition

This article offers three lessons that will help CPA firms manage professional liability risks stemming from integration issues.

Article Mergers & acquisitions Intermediate

Maximize proceeds in accounting firm sales

This article discusses common misconceptions about the sale of a practice and provides options.

Article Firm operations Foundational

Roadblocks to avoid in accounting firm M&A

This articles discusses the obstacles that need to be cleared before you can buy or sell a firm.

Article Mergers & acquisitions Foundational