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Buying/Selling a CPA firm or small business: Part 2 – Buyer considerations

  • May 3, 2022

This is the second article in a two-part series that outlines general considerations for a buy/sell transaction for a small business or CPA firm/practice. Part I, in Winter 2022, examined the transaction from the seller’s perspective, and Part II focuses on that of the buyer. Anyone contemplating purchasing a firm or involved in mergers and acquisitions (“M&A”) transactions will find some benefits from the information presented Continue Reading

More about engagement letters

  • January 19, 2022

In this sidebar to "Engagement letter essentials," learn about additional factors when crafting engagement letters, such as creeping engagement, insurance coverage, and retainers. Continue Reading

More about responding to subpoenas: A guide to documentation

  • October 28, 2021

While it is inexpensive for a lawyer to serve a subpoena, it is expensive and labor intensive – particularly for professionals like CPAs – to respond to them. Fortunately, with a little work on the front-end, professionals like CPAs can be better prepared to respond to subpoenas. Continue Reading