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
Sep 6, 2023
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?
Aug 7, 2023
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
Jul 31, 2023
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
Jul 18, 2023
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
Jun 27, 2023
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
Jun 15, 2023
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?
Jun 1, 2023
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
Jun 1, 2023
Tax exposure is one of the biggest considerations when selling a business, such as a private practice. Below, we’ll...
