Our Book

Taking over two decades of work and knowledge and memorializing that information in a book was no easy task. Yet, we successfully published a book The Complete Guide to Successful Mergers and Acquisitions of CPA Firms which serves as a guide for firms contemplating their next move.

This book takes you step-by-step through the process of buying, selling, or merging CPA firms. Complete with financial analyses, compatibility and risk, legal contracts, and dozens of useful lists, forms and procedures encountered during the merger or sale of CPA firms. But perhaps the content our readers find most valuable are the many real-life examples included that demonstrate how other firms have handled specific situations such as: negotiations, financing, consulting agreements, and dozens of other issues that necessitate careful consideration and resolution.

Digital copy – $29.95

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