Daily Archives: December 16, 2025

Eight Questions for Assessing Merger Compatibility

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Overhead view of people solving a large jigsaw puzzle

Plus 23 issues to negotiate.

By Marc Rosenberg
The Rosenberg Practice Management Library

These questions can be explored via interviews or group sessions. But they are all great questions that will give insight into each firm’s culture and personality.

MORE by Marc Rosenberg
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  1. Why do the firms really want to merge? After the merger, will the firms have the commitment and wherewithal to realize their expectations? Acid test: If some of the main reasons for doing the merger are clearly not realized 12 months later, which issues and failures would make you the most upset and frustrated?
  2. How would the new firm be better than the sum of the two individual firms?

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Tech, Talent, Advisory Will Fuel Growth

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Every year, the 2025 Rosenberg MAP Survey asks the industry’s top consultants to share their observations from CPA firms across the country: How do you think the next 12 months will unfold? Trends? Predictions? Other thoughts? Also, how would you assess the last 12 months? Trends? Observations? Struggles?

Accounting firms are finding themselves in one of two camps.

By Scott Moore
 The Rosenberg Survey

Growth-oriented firms will continue to explore their options to sustain their longevity and competitiveness. Whether they remain independently owned or become investor-backed, key areas of focus will be to seek ways to harness technology, optimize their talent strategies and elevate client value with advisory models.

MORE: The 2025 Rosenberg MAP Survey is available from CPA Trendlines here.

A renewed focus on growth has gained momentum, fueled by investor interest, technological advancements and the adoption of advisory models.
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Carroll: When One Person Can Break the Firm | The Disruptors

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Firms built on heroics instead of systems eventually crack.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

The Disruptors
With Liz Farr

Build a 7-figure firm in just 4 hours a week!

Ashley Carroll thinks burnout is a design flaw, not a personal failing.

“I’m a big believer that burnout is a business model flaw,” she says. In response, Carroll created Operations House to help founders reduce burnout and “step out of that role as the provider, the doer, the practitioner, and into an ownership level role.” 

MORE STREAMING: Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don’t Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on ‘Progress,’ Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years |

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According to Carroll, burnout stems not only from long hours but also from processes that lack four key qualities: reliability, efficiency, integration with existing systems, and psychological safety.

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