MERGERS & ACQUISITIONS

Tyree: Cracking the Code for Successful M&As | Gear Up For Growth

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Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

4ImpactData: 10X Your Advisory. Not Your Headcount

“If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jean Caragher, president of Capstone Marketing, sat down with Tyree to discuss how the newly-formed Top 50 firm – created by the combination of 13 BDO Alliance firms – is navigating large-scale integration while laying the foundation for national growth. 

More Gear Up for Growth here. | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

The conversation reveals two critical lessons for CPA firms considering mergers or expansion.

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CPA Firm Ownership Under Fire | ARC

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As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership.

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

When New York passed the first CPA licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. More than a century later, that mandate is at the heart of a heated debate about who should be allowed to own CPA firms.

MORE Accounting ARC: Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service

In the latest episode of Accounting ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, explore the evolution of firm ownership rules and their implications for the profession.

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Thirteen Reasons Why Accounting Firms Merge

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Executive woman and man in business meeting

Check your motivation, then create your strategy.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

Why do firms merge?

Whether you’re looking to acquire a smaller firm, merge upward into a larger one or join forces with an equal, answering this basic question honestly and objectively is key to laying the groundwork for a successful merger.

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In the chart below, the main reasons that firms seek mergers are listed. Some of these objectives will benefit all parties across the board, while others provide the greatest advantage to one or the other of the merger partners based on their unique situation.
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