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As the U.S. gears up for the potential return of Donald Trump to the presidency, business leaders, investors, and financial advisors are beginning to consider how his administration may impact mergers, acquisitions (M&A), and tax reform.

The accounting profession is undergoing significant transformation, driven by technological advancements, shifting client expectations, and economic pressures. These changes have created a fertile ground for mergers and acquisitions (M&A) in the CPA industry.

For CPA firms like yours, this isn’t just a trend—it’s an opportunity to supercharge your growth. But diving into M&A without a game plan can lead to headaches instead of success.

Succession planning isn’t just for retiring partners—it’s the cornerstone of a CPA firm’s long-term success. With the accounting industry evolving rapidly, planning for leadership transitions is no longer optional.

As accounting firms face increased pressure from competition, technological disruption, and regulatory complexity, M&A provides an effective avenue for growth, operational efficiency, and broader service offerings.

the U.S. Federal Reserve recently cut its federal funds rate by 50 basis points (bps), marking a change in the central bank’s stance after an extended period of tightening monetary policy. This reduction, aimed at countering slowing economic growth and moderating inflationary pressures, is likely to have broad implications for financial markets and economic activities.

The accounting field is often seen as offering long-term stability and strong career growth, but the report underscores that many students hold misconceptions about the profession.

The U.S. Federal Reserve (Fed) plays a critical role in shaping the country's economic trajectory through its control of interest rates, which directly influence the cost of borrowing.

CBIZ, a prominent Cleveland-based public company providing financial, insurance, and advisory services, announced its plans to acquire the non-attest business of New York-based Marcum LLP in a highly significant deal set for the fall of 2024.

In recent years, the growth among the public accounting Top 100 firms has been nothing short of remarkable. These firms, have shown a significant increase in size, influence, and market reach

CliftonLarsonAllen LLP (CLA), a prominent firm ranked among the top 100 by the International Public Accounting (IPA), with FY22 net revenue of $1.7 billion, has announced that Axiom Certified Public Accountants & Business Advisors has officially joined the CLA family as of August 1, 2024.

In the ever-evolving landscape of the accounting and business advisory sectors, mergers and acquisitions (M&A) are common strategies for firms seeking to expand their market presence, enhance service offerings, and achieve sustainable growth.

Saginaw, Michigan-based Yeo & Yeo CPAs & Advisors, a well-established firm with FY23 net revenue of $44.1 million, has expanded its footprint in Southeast Michigan by merging with Berger Ghersi & LaDuke PLC (BGL) of Bloomfield Hills, Mich., effective July 1, 2024.

An earnout is a contractual mechanism often used in mergers and acquisitions (M&A) to bridge valuation gaps between buyers and sellers. In the context of Certified Public Accounting (CPA) firms, earnouts can play a critical role in ensuring that the acquisition is successful and mutually beneficial.

Understanding the intricacies of firm value and how sellers can leverage this over time is crucial in the realms of finance and business strategy.

As baby boomer CPA firm owners approach retirement, succession planning becomes a critical issue. Internal succession, where the firm's leadership is passed on to junior partners or employees, is often not feasible due to various challenges such as a lack of interested or capable successors.

Smaller companies, being acquired by a larger entity can be a transformative experience, providing access to a wealth of resources that were previously out of reach.

One of the significant advantages of merging with or being acquired by a larger company is the potential to reduce risks associated with market fluctuations, competitive pressures, and industry-specific challenges.

Unlocking Value: The Dynamic Nexus of Private Equity and Mergers and Acquisitions