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A merger between Barsz Gowie Amon & Fultz, LLC and William E. Howe & Co. strengthens accounting and advisory offerings in Delaware County.

A new AICPA guide aims to demystify accounting and valuations in mergers and acquisitions and related transactions.

A new AICPA guide aims to demystify accounting and valuations in mergers and acquisitions and related transactions.

After facilitating 156 accounting firm M&A deals over the past 24 years (not really counting LOL), here's what I know for sure:      Most firm owners overcomplicate OR under complicate M&A. They either get stuck in analysis paralysis (too risk averse) and miss out on opportunities, or rush into deals without understanding the mitigants or real value drivers.      I've seen these same patterns repeat again and again. And then of course there are those who get it right.      That's why we're hosting a free 2-hour Masterclass next Thursday (31st Oct) to share what works in accounting firm M&A.      No theory. No fluff. Just practical insights from the trenches, including:   The true drivers of firm value (hint: it's not just about EBITDA)   How to structure deals that stick   Smart ways to use M&A for succession planning   The deadly mistakes I've seen sink otherwise good deals      From my first deal in 2000 to my 156th last month, each transaction has taught me something valuable. I'll be sharing these lessons - the kind you usually only learn the hard way.    📅 Thursday, 31st October 2024  ⏰ 12:00 - 2:00 PM AEDT   💼 Investment: Free      If you're thinking about buying, selling, or merging in the next 18 months, this session is for you.      Limited spots are available. Register here 👇🏻   https://lnkd.in/gzRChDGM    #AccountingFirms #M&A #PracticeManagement #Succession #AccountingLeadership  Best Practice Group

AICPA releases valuation guide for business combinations The American Institute of CPAs has published a new guide with information on best practices for the accounting and valuation of business combinations such as mergers and acquisitions. #AICPA #valuationguide #businesscombinations #cpafirm #cpapartnersllc

Shannon & Associates, LLP's Jeanette Roatch, CPA,CGMA spoke with Craig Dickens, CEO of Merit Investment Bank about navigating the world of Mergers and Acquisitions (M&A). They shed light on the critical role of financial expertise in navigating the intricate and often challenging stages of M&A deals: In Jeannette’s words, “A proper consultative approach (and getting the numbers right) is so important because if you don’t get the numbers right, it can cost you millions.” This is exactly why a qualified CPA firm’s attention to detail and consultative strategy can make or break the success of an M&A transaction. In a nutshell, the identification and resolution of accounting issues, coupled with a tailored consultative approach, are “must haves” for a financially sound M&A process. Learn more here: https://buff.ly/3T8paNA #MergersandAcquisitions #M&A #Financial #Preparedness #Compliance #CPA #ShannonCPAs

Why do accounting firms merge? To provide better services for you! Two private accounting firms in California are merging to expand their combined services. The demand for accounting services is increasing due to complex tax laws and the continual growth of new businesses. Mergers often occur for several reasons: firm growth, technological advancement, and succession planning. Dennis Duncan & Torchon LLP are merging to broaden their client base with the combined resources of accounting and financial consulting. They are dedicated to helping small companies and individual investors achieve success. Read more details about the merger below! Darin W. White

💜 Grant Thornton (US) is exploring a bold plan to unify its US, UK, and Irish operations through a potential three-way merger. This follows the US arm's landmark $1.4 billion deal with New Mountain Capital to boost growth in #consulting and #tax services. The merger aims to create significant synergies, despite regulatory and valuation challenges. If successful, it could transform Grant Thornton into a transatlantic powerhouse, offering enhanced services and leveraging private equity investment for innovation and expansion. Read our breaking analysis here: https://lnkd.in/evjkWFx8 #GrantThornton #Merger #PrivateEquity #CorporateFinance #ProfessionalServices #Innovation

The accounting profession has seen a significant rise in M&A activity in recent years. Large firms merge, big firms acquire smaller firms, and firms of all sizes attract private equity investments. Learn more in this IRIS Software whitepaper: https://boomer.link/89t #cpa #accounting

Discover how UK's mid-tier accounting firms are accelerating growth through strategic mergers and acquisitions, and why private equity investment is stirring up mixed feelings in the industry. #accounting #news #finance https://lnkd.in/exPYypUe