Estate planning: Name a transaction advisor in your will
If you own your practice, proactive estate planning can enhance your legacy, support your loved ones and protect your staff.
Mastering the exit: Best practice for selling your accounting business
The sale of an accounting firm requires careful planning and strategy. Transaction advisor Kev Ryan shares his insight into the essential ingredients for sale success.
Merger: More than the sum of its parts
For a successful strategic partnership after a merger, flawless due diligence and complete cultural alignment are essential.
What’s your Accounting Firm worth (and how to sell it)?
Many think the biggest challenge in selling an accounting business will be in haggling over the price. But agreeing value, Kev Ryan says, is the easy part.
Maurice's lifestyle sale: Gain freedom, retain equity
When the demands of his accounting business became overwhelming, Maurice Sucevic found a way to continue doing what he loved, without all the admin.
The Surprising X Factor When Selling Your Firm
With a significant number of accounting firm owners looking towards a well-deserved retirement over the next decade, the industry will see an increasing number of mid-tier practices in the mergers & acquisition market.
3 Years On, Progression Group reflects on the strategic decision to acquire Hartnett & Co
Hartnett & Co’s significant client portfolio appealed to Progression Group, aligning with their areas of expertise and presenting a strategic opportunity to expand their client base and enhance efficiencies.
Empowering Mike and George as they plan for the future.
The journey towards the partnership with Carbon Group started from the realisation that as successful as MG Partners was, Mike and George needed to have a succession plan in place.
The rise of the professional services super firm
There are over 37,400 accounting businesses in Australia, according to IBIS World. The majority are small to medium enterprises (SMEs).
Is this the year to buy, sell or merge?
Each February, Australia Day sees the summer break come to an end and with school recommencing, Accountants that have been considering the year ahead start calling my office.
Navigating HR Challenges in Accounting Firm Mergers and Acquisitions
Accounting firms, known for their meticulous number-crunching skills, often find themselves embroiled in complex staffing issues when it comes to mergers and acquisitions.
Why people sell their accounting firm – The 2023 common theme.
As the year comes to an end, I thought this December Issue of The Deal could cover a recap of the year’s transactions
Malcolm sells for further expansion.
Malcolm had been working in his firm for over 20 years and business had plateaued. He wanted to expand but didn’t have the time, capacity, or resources.
PE Models discussed with David Haintz.
A spate of mergers and acquisitions in the accounting industry shows the dynamics around consolidation have changed dramatically since the pandemic.
The big players are long gone together with acquisitions for the sake of it, says one specialist, but AI could be a driving force behind future M&A.
A spate of mergers and acquisitions in the accounting industry shows the dynamics around consolidation have changed dramatically since the pandemic.
Growth through Acquisition: Insights from Carbon Group’s Co-founder, Jamie Davison
In the dynamic world of business, growth strategies play a defining role in achieving long-term success.
Empowering Tamara to take control and focus more on what she does best.
TC & Co Consulting is a Sunshine Coast based accounting firm that Kev Ryan helped progress to the next level through a business sale process with the Gild Group.
Why I Wouldn’t Buy Your Accounting Firm
Last month, I was fortunate enough to be invited to speak with the CPAs Sunshine Coast discussion group on the topic of Accounting Practice M&A.
Have you ever found yourself wondering “what’s next”?
Have you ever found yourself wondering “what’s next”?
“This is way harder than it used to be.”
“This isn’t my job is it?” …
www.Planner.forsale is live.
It is with great pleasure I introduce www.Planner.forsale and our launch marquee Buy Side client Nick Reilly of Inovayt Wealth.