Ira Rosenbloom

Firm owners looking at succession must look at future state needs, not just current ones.

Acquirers and successors, especially private equity-infused ones, are going to place an emphasis out of the box on high-performing firms.

Acquirers are very selective because so many firms are looking for a deal.

The bevy of CPA firm M&A in recent years has changed the size and composition of firms in the market.

While CPA firm mergers and acquisitions have become a year-round pursuit, there's no question there are some peak times for activity. Post-tax season is one of them.

What sets the attractive firm apart from the pack is being entrepreneurial and able to bolster profits for the acquirer.

Between the pandemic, aging CPA firm owners and staffing tensions, many in the accounting profession anticipate a huge uptick in firm mergers and acquisitions over the next 24 months.

To get started building your team of entrepreneurs, consider some “assembly instructions.”

Transition in CPA firms is a process that has passed the test of time and has been managed in good times and bad.

It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.