CPA Firm Mergers and Acquisitions

One of the key events in the life of a CPA is selling your practice. This one-time event is fraught with issues that could severely impact your retirement. In the CPA Firm Mergers and Acquisitions manual, we cover a multitude of issues related to selling your practice, including how a valuation is formulated, which points deserve in-depth negotiation, how to transition clients to the successor, how to plan for a succession event, and how to increase the value of your firm.