News and Articles

In today’s accounting practice acquisition market, the pathway to ownership is increasingly shaped not only by valuation or deal terms but by access to finance — and specifically, how banks are assessing risk in these transactions.

Navigating the evolving landscape of the accounting and financial planning industry requires strategic foresight and decisive action. Mergers and structured sell-down strategies have emerged as powerful tools to drive significant growth, enhance service offerings, secure capital for retiring professionals, and ensure a sustainable future for your firm.

Unlock the potential of your accounting or financial planning firm with expert insights into bank credit policies. Discover how to leverage your firm’s goodwill to secure the financing you need for sustainable growth.

Equity participation - whether through full partnership or employee share schemes - emerges as a crucial strategy for "locking in" key team members and adding deeper meaning to their professional endeavours.

For small practices, off-market opportunities – strategic mergers with larger firms - offer a pathway not just to expansion but to a redefinition of what small practices can achieve when they leverage the right partnerships.

The sun is fast setting on the old way of business brokering. The privileged position of a business broker as a gatekeeper to information and connection is under threat in a world where clients can now find each other via searches on smartphones, LinkedIn etc., and that means the most fundamental adage of business survival applies: adapt, or die.

Client relationships within an accounting practice portfolio are anchored on mutual respect, trust and understanding. They can take a professional lifetime to build. As you near retirement, the onus is on you to ensure a smooth transfer of these relationships to guarantee continued success for the practice.

Retirement, while a celebratory milestone, presents unique challenges for accountants. Successful transition demands a precise strategy to secure the value built up over a lifetime of professional practice.

Capital partners are emerging as a potent alternative to banks for financing expansion via acquisition, especially within accounting and financial planning practices.

Some practitioners are comfortable with the assumption that they will continue working until the end of their life, what might be considered the 'die at your desk' model. Fair enough, but there are big problems if you arrive at this position by default.

Succession can take many forms depending on your situation and goals. Considering a merger can give you options beyond a simple all-or-nothing sale.