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Many of the problems arising from CPA firm mergers and acquisitions can be traced back to insufficient due diligence, critical thinking, foresight and planning. The first step toward a successful merger or acquisition should be to clarify and agree on the reasons for your firm’s interest in a potential merger.
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Financial matters are the most common source of discord among American couples, prompting an average of three arguments per month, according to a recent survey.
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All those songs, games, apps, mobile connections and movie downloads are taking a toll on Americans’ wallets, with more than half of U.S. adults saying technology has made it easier to spend money and only 3 percent saying it has made it easier to save.
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For a financial services program to provide the anticipated nontraditional revenue growth, everyone has to play. Here are some of the internal communications issues to consider in introducing a financial services program.
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The Public Company Accounting Oversight Board (PCAOB) announced that it will host the Forum on Auditing Smaller Broker-Dealers in Chicago, Houston, Jersey City and San Diego in 2012.
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Because we live in a mobile world, taking precaution where data safety is concerned is a necessity. The time has come for heightened security measures. The question is: Do you have a plan in place?
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CPAs can play an important role in helping criminal defendants protect their right to a fair hearing. A CPA can assist clients in developing a defense to allegations such as fraud and embezzlement.
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Is there sufficient opportunity in building a 401(k) practice? Many of the advisors I work with think so.
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Having completed five mergers while the managing partner of my firm, I learned many lessons along the way and have some of the scars to prove it. Regardless of whether you are the buyer or the seller, here are few tips that will help you find and seal the right deal.
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Public accounting has changed significantly in recent years and is expected to continue to do so in the future as new services are identified and offered and as new forms of practice are established. Practice mergers, purchases, dissolutions, and partner retirements and separations are routinely occurring in great numbers.