MERGERS & ACQUISITIONS

How to Attract the Best Merger Candidates

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Man's hand sowing wheat

Never stop looking.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

Firms that are serious about merging in smaller firms on a regular basis understand that doing mergers is all about planting seeds. A buyer has to have this attitude:

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Every day of every year, at least one firm decides to test the merger waters. If our efforts to identify sellers are made continuously throughout the year, every year, sooner or later, we will find at least one interested merger candidate and probably more than one.

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CPA PE Deal Tracker™: The Next Deal Cycle Comes into View

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By CPA Trendlines Research

Going into the fourth quarter of 2026, Wall Street’s buying spree for accounting firms is cooling as platform firms digest a two-year surge of acquisitions and the earliest investors, from three to five years ago, begin to cash out, according to the CPA Trendlines CPA PE Deal Tracker™.

MORE Private Equity: Michael Hoover: Growth Without Discipline Comes at a Cost | Big 4 Transparency | CBIZ Told Grant Thornton No, No, No, Before Saying Yes | PE Already Knows Your Price. Do You? | How Private Equity Turns CPA Loyalty into Legal Risk | Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors | Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth

The October 2026 edition of the CPA PE Deal Tracker™ shows accounting’s private-equity deal flow easing in the third quarter, with 37 acquisitions in the U.S. and Canada, down from 42 a year earlier and a far cry from this year’s first-quarter surge of 58. The Tracker now counts 400 such deals in the U.S. and Canada since its records began in December 2016, plus 87 it has found elsewhere, for 487 worldwide, although its coverage outside North America is not systematic.

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Win at M&A Without Overpaying

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https://cpatrendlines.com/2021/11/09/why-its-time-for-an-acquisition/

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.

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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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Major Changes Are Coming. Now What? | Accounting Voices

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Protect your credibility and career options by responding with calm, connection, and purpose.


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Accounting Voices
With Rob Brown

An email arrives. A town hall appears on the calendar. Leaders begin using words such as “merger,” “sale,” “new ownership,” “restructuring,” or “strategic reset.”

Suddenly, the change that once felt theoretical becomes personal.For accounting professionals, these announcements can trigger immediate questions about job security, leadership, culture, client relationships, and the future of the organization. Some people freeze. Others panic, withdraw, overshare, or rush to update their LinkedIn profiles.

But this episode of Accounting Voices argues that change itself does not necessarily damage careers. How people respond to it often matters more.

As private equity investment, mergers, leadership turnover, technology pressures, and evolving business models reshape the profession, the ability to cope with uncertainty is becoming a career-defining skill. Professionals who remain composed, connected, and useful during periods of disruption can strengthen their reputations and create new opportunities.

The episode outlines four practical moves for navigating the days and weeks after a significant announcement.

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