“Let’s wait until after the 15th.”No CPA has ever said that, right??? Much to the chagrin of many CPA firm leaders, these words are uttered all too easily by partners, managers, and staff. The fact is that the treadmill of the business world is always running and it doesn’t stop because a CPA is battling… Continue Reading
Adding Value Beyond the Balance Sheet
Job Opening: Strategic Tax Manager
Our retained search client, is a Carolina based CPA firm that offers a relaxed work atmosphere combined with continuous technical learning and professional development, high spirited client services, and an emphasis on community and team relationships. We get the job done for our clients, while encouraging a work and life balance. We put a high… Continue Reading
Preparing for New Owners Podcast
Important Considerations in Transferring or Selling a Firm In every accounting firm, there comes a time when managing partners will change for various reasons such as retirement. The firm needs to be passed on to new owners, whether through an internal transfer or an external sale. In this interesting episode, Dan McMahon, Founder and Managing… Continue Reading
Maximizing Firm Value During the Baby Boomer CPA Transition Tsunami
The first group of baby boomers started to turn 65 in 2011 and the wave of additional baby boomers to enter this age bracket will continue for years to come.
The implications of this on CPA firms is quite substantial and the impact will be widely felt for years to come. Unfortunately the firms that do not have in place a strong growth strategy aligned with sound tactics will be faced with substantial issues in what promises to be a very competitive environment.
The CPA Transition Tsunami
On the one side we have the potential for a large number of exits. And on the other side we have limited funds available. The scenario has all the potential markings of a feeding frenzy, and the firms that are caught flat footed will face some serious shortfall.… Continue Reading
Marketing’s Role in Growing Revenues and Attracting Talent
Have your revenues been flat or growing at single digit percentages? Are you having difficulty attracting good talent? If you are experiencing one or both of these symptoms, you might find the cure in marketing. Technology is affecting the way you do business and how your customers do business. People locate and shop for services… Continue Reading
Governance Foundations and Aspirations – Why Focus on Governance?
One of our recent blog posts centered on the topic of attracting, engaging and retaining good people. We drew a comparison between building a firm foundationally strong in its corporate governance structure and “going the distance” by deploying an effective corporate governance structure. The timing of that blog coincidentally preceded an announcement from Major League… Continue Reading
Foundations of Governance: Attract, Engage, Retain
“If you build it, they will come” …and maybe they will even stay and “go the distance.” It’s summertime. The 2019 baseball season is in full throttle and the All-Star Game is already two weeks in the past. I recently watched Field of Dreams again for the umpteenth time. I watch it every summer when… Continue Reading
5 Fortunes of CPA Firm Governance: a white paper
There is no “one size fits all” answer to designing and applying an effective governance model. This whitepaper addresses five (among many) benefits of effectively deploying a governance structure in a CPA firm. We will first seek to provide a functional definition of governance that will then frame our deep dive discussion of the five… Continue Reading
McMahon to Speak at National Conference on Firm Governance
Daniel J. McMahon, founder and managing partner of Integrated Growth Advisors (IGA), will present “The Five Fortunes of CPA Governance” at the Allinial Global 2019 Executive Team Conference in Napa, CA, on May 21. Prior to founding IGA, McMahon served as an Audit Partner and the Partner-in-Charge of Sales and Marketing for a $30… Continue Reading
4 Ways to a Smoother Integration After the M&A Dust Settles
Like many of you, I’ve lived through several mergers and acquisitions throughout my career, and rarely have I seen them go smoothly. The top brass brokering the deal is very concerned with the legal contracts, billing and accounting systems, IT and technology issues, and big HR concerns. These are intensive initiatives to tackle. However, there… Continue Reading
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