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2 min read

Retaining Clients When Buying an Accounting Practice

Client retention is critical to the success of an accounting firm after a purchase or a merger with new ownership. We...

5 min read

Keeping Key Staff After an Accounting Practice Purchase

The staff is one of the most important variables in the transition of an accounting practice, or any private practice,...

5 min read

What Is EBITDA & Why Is It Critical for Business Valuation?

Knowing how to accurately calculate a business’s EBITDA is one of the most important factors when buying or selling a...

2 min read

Preparing Your Employees for the Sale of Your Business

For many owners, one of the hardest parts of selling a business is informing their staff of the sale and impending...

4 min read

2023 SBA SOP Changes

The US Small Business Administration (SBA) assists eligible borrowers in accessing SBA-backed financing. The loan...

5 min read

The Pros and Cons of Selling Your Practice to a Competitor

When selling a private practice, whether a CPA firm or a physical therapy clinic, it’s common to find a competitor...

2 min read

Key Steps To Take After Purchasing an Accounting Business

The first few days, weeks, and months after buying an accounting business can worry many as new owners try to find...

2 min read

When Is It Time To Sell Your Private Practice?

How does a private practice owner know when they should move on from their business? Below, we discuss the clear signs...

5 min read

Avoiding Common Tax Pitfalls When Selling a Private Practice

Tax exposure is one of the biggest considerations when selling a business, such as a private practice. Below, we’ll...