Ira Rosenbloom

Highs, lows, curveballs and surprises are routine for every business, including accounting firms. Pandemics, however, are not routine (thankfully!). This crisis tests and provokes us all to the extreme.

It is no secret that many mergers and practice transfers never came to life because of fear.

Here are 10 suggestions to help firms think through near-term needs and create a plan to help shore up business continuity and mitigate some risks during this sensitive time.

When it comes to mergers and acquisitions in the accounting world, the word “robust” only begins to describe what’s happening.

Many CPA partners and owners would like to see their firms remain independent and become a potential home for others.

When CPA firm leaders are in discussions to merge with another firm, the conversation at some point turns to the importance of staff retention and engagement over the short and long term.

Treat the next generation of leadership at your practice as you would a prospective client.