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Twelve Firm Idiosyncracies to Beware in M&A
Plus 13 ways to screw up a merger.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
In the best case, mergers go smoothly.
MORE by Marc Rosenberg
Exclusively for PRO Members. Log in here or upgrade to PRO today.
But we’re dealing with people, so sometimes things aren’t so neat. Some common pitfalls: READ MORE →
Blake Christian: Why CPAs, Family Offices, & Investors Are Paying Attention to OZ 2.0 | Holistic Guide
Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.
Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm
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The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™
A decade ago, federal Opportunity Zones (OZ) were introduced as part of the 2017 Tax Cuts & Jobs Act to encourage long-term investment into economically distressed communities through tax incentives. The first phase of the OZ program expires at the end of 2026, but Blake Christian, CPA, says the program is entering a new phase (OZ 2.0) that could dramatically expand its impact across operating businesses, infrastructure, AI data centers, and rural America.
MORE Rory Henry | THE HANDBOOK Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming Network
While many investors initially focus on the tax deferral aspects of Opportunity Zones, Christian explains that the program delivers three separate benefits.
Is HR Ready for Your Firm to Grow?
Your efforts have implications. Don’t assume everyone is as prepared as you are.
By Domenick J. Esposito
8 Steps to Great
“If you pick the right people and give them the opportunity to spread their wings – and put compensation as a carrier behind it – you don’t have to manage them … This whole game of business revolves around one thing: You build the best team, you win.” – Jack Welch, former CEO of General Electric
Now that you are equipped with a strategic plan that is realistic and focused on implementation and accountability, and you have a sound governance and economic model, let’s chat about what else it takes to build a mid-market sustainable brand.
MORE by Domenick J. Esposito
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It begins by recognizing that all partners are not created equal. You need a combination of
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Rachel Anevski: Your Next Leader Will Not Develop by Accident | The Disruptors
Replace informal succession practices with trained mentors and measurable opportunities for growth.
This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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The Disruptors
With Liz Farr
For CPA Trendlines
For decades, accounting teams have assumed future leaders would emerge through the normal progression of the ranks. The best seniors would become managers, and the best managers would become partners, ready to step into the shoes of retiring leaders.
According to Rachel Anevski, that approach is no longer sustainable.
Anevski, president and CEO of Matters of Management and managing director of leadership and people at Winding River Consulting, says we must become far more intentional about training, mentoring, and retaining their next generation of leaders.
MORE Disruptors with Liz Farr | CPA Trendlines Streaming Network
As she describes in her book, Train Your Successor, the greatest weakness in the traditional model is its lack of deliberate preparation. The book’s title, inspired by her doctoral research on training and retention, comes from advice given by her first mentor, Ted Dudek.
“His talk to everyone was that retention and the future perpetuity of the firm were solely reliant on whether or not you could successfully train your successor,” Anevski tells The Disruptors host Liz Farr.
Win at M&A Without Overpaying
Seven tips for being a strong acquirer.
By Ira Rosenbloom
In today’s hyperactive CPA firm M&A market, buyers are circling many of the same opportunities. Private equity and alternative investors can often offer more cash but that doesn’t mean they always win – or that the highest offer does.
MORE by Ira Rosenbloom
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Securing the deal you want depends on the right ingredients for a strong outcome. Based on our knowledge of the success factors for winning, we offer the following recommendations – especially if you are a more traditional acquirer:
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