White paper

Looking to buy or sell?
What firms need to know about today's M&As.

Fueled by partners and owners on the cusp of retirement, weak succession planning, and talent shortages, M&A activity within the tax and accounting profession has changed significantly in recent years. Better navigate the paradigm shift in today's M&As with this white paper exploring considerations for tax and accounting firms looking to either buy or sell and providing actionable insights that can be set in motion today, including tips for improving curb appeal and differentiating your firm, and strategies for navigating change management.

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