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MERGERS & ACQUISITIONS

Eighteen Stumbling Blocks to Merging in Smaller Firms

Man rubbing his eye and holding glasses while looking at computer with notes stuck to side

Fortunately, they all can be overcome … if everyone is willing.

By Marc Rosenberg
The Rosenberg Practice Management Library

Though not universally true, larger firms will find many aspects of smaller firms to be below their own standards.

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The questions that the acquiring firm needs to ask are:

  • How severe are these weaknesses?

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PRO Member Exclusive

Answer Three Questions about Your Leadership

confident businesswoman seated at desk

Do others think you’re ready to be partner?

By Martin Bissett
Passport to Partnership

The Passport to Partnership study collated a number of responses in a conversational style.

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But two brief but succinct examples on the realities of how a firm assesses an individual’s “competence” for leadership are showcased really stood out:

  1. They need to explain technical data to me in a way that I know they understand.
  2. What kind of lifestyle does this person have outside of work? We’ll be looking at Facebook, X and Google to find out.

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AUDIT & ASSURANCE

Goldman Bets $75 Million on Fieldguide: AuditTech Comes of Age

Goldman’s rationale: Vertical AI with measurable ROI.

The new AuditTech ecosystem of startups and backers
Fieldguide, an engagement workflow platform powered by agentic AI, closes a $75 million Series C round, for a $700 million valuation.

By CPA Trendlines

Fieldguide, an engagement workflow platform powered by agentic AI, has raised $75 million in a Series C round led by Goldman Sachs Alternatives, valuing the company at $700 million.

MORE: Jin Chang: Why Repeat Last Year’s Questions? | The Disruptors, with Liz Farr | Jin Chang: Why the Future Is in Risk Advisory | with Donny Shimamoto
MORE Tech and Assurance

The financing is one of the clearest signals yet that audit technology—long one of accounting’s most conservative corners—is becoming a prime target for growth equity investment.

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PRO Member Exclusive

Four Times to Spend Time on Tax Question Research

businessman entering number on desk phone

Sometimes “quick and easy” isn’t, but it’s still worthwhile.

By Ed Mendlowitz
Tax Season Opportunity Guide

I keep a few of the one-volume tax guides in my office so I could look up a quick answer when I need to. Recently a golf buddy emailed me a question that I thought I could answer quickly. He wanted to know that if he was in the “zero” percent capital gains tax bracket, did that apply to an unlimited amount of capital gains? Sounds like a simple question.

MORE by Ed Mendlowitz
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Well I looked it up online and then in three one-volume tax guides. Only one source had thorough coverage of the issue. I ended up spending an hour on this “simple” question including my emailed response. Nothing is simple anymore. 
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