Advice for M&A professionals tasked with a finance transformation
Most mergers and acquisitions involve some form of a finance transformation, according to a new Deloitte survey that looks at related challenges and how to address them.
Mergers & acquisitions
What small firms need to know about succession and M&A
CPA firm partners looking to retire in the next few years need to make sure they have a succession plan in place as soon as possible. An expert on M&A trends and firm succession explains key considerations.
Business leaders may consider cuts to M&A, ESG budgets
If economic challenges continue, a survey finds that mergers and acquisitions could be the first area that CFOs and CEOs target for budget cuts, followed by environmental, social, and governance.
Acquiring the tax benefits of a corporation
Tax losses in M&As can risk controversy.
Finance priorities for post-merger integration
Management accountants can take a lead role in post-merger integration with the right planning and execution of key steps.
Managing risk in a CPA firm merger or acquisition
Firm leaders must weigh many considerations during the due-diligence, negotiation, and integration phases of a successful merger or acquisition.
How to value a CPA firm for sale
One of the key components of a CPA succession plan is the sale or transfer of the retiring CPA’s ownership interest. How is the value of that interest determined? In most circumstances, the value of an owner’s interest is different when selling to an external buyer than it is in
Bridging compensation gaps in a merger
Accounting-firm mergers must overcome numerous obstacles. One of the most common—and challenging—involves compensation and benefits for partners and staff. Merging firms usually have differences in compensation levels, compensation methods and benefits packages. It’s crucial for staff and partner retention that the merging firms combine the varying systems into one without
How to Get Experience in M&A-Related Disputes
Editor's note: This is a sidebar to "The CPA's Role in Quantifying Post-Acquisition Dispute Damages," March 2010. Most CPAs with an accounting and auditing background have advised a client who has acquired or sold a business or business interest. Disputes may arise related to the M&A transaction as outlined in
The CPA's Role in Quantifying Post-Acquisition Dispute Damages
Given today’s environment of bankruptcies, bank failures and recessionary pressure, consummating merger and acquisition transactions is more challenging than ever. The potential disputes arising from the challenges of an M&A transaction are numerous. The following two types of disputes are the focus of this article: working capital disputes regarding whether
Managing Corporate Divestiture Transactions
EXECUTIVE SUMMARY Corporate divestitures, the sale of stock or assets of a segment of a business, are an important class of business transaction by virtue of their pervasiveness (more than onethird of all M&A activity in a given year) and their size (averaging more than $175 million per deal). Divestitures
