in all areas of mergers and acquisitions, it’s always much more difficult to find sellers than buyers. this is certainly true in the case of cpa firms.
cpa firm merger consultants and brokers can do a great job finding buyers, but they are limited in their ability to dig up sellers. this is because the vast majority of all mergers and sales take place when buyers or sellers who “know each other” get together on their own without the help of a consultant.
one way to identify sellers is to do a snail mail solicitation. here’s the four-step process: read more →
k.c. eames, director of cas at dark horse cpa, sees the traditional partnership model as a barrier to innovation and experimentation. first, the incentives are set up to guide people toward specific behaviors, which are “rewarding to those at the top of the pyramid. and once they’re there, their incentives are kind of to maintain the status quo.”
second, the consensus model for decision-making makes it challenging to implement change. “when you’re trying to make decisions based on consensus, based on people who are maybe trying not to rock the boat too much, because they might be retiring soon, there’s not a lot of chance that they’re going to vote for those really bold, risky ideas,” she says. read more →
key players in tax planning: clockwise from top left, meyer, beastrom, argue, alarie, ali, costanz
once an add-on service for high-net-worth clients, tax planning is moving to center stage, powered by artificial intelligence and the profession’s accelerating shift to advisory from compliance.
fresh evidence comes from taxplaniq’s new partnerships with liberty tax and elite resource team, which extend taxplaniq’s reach from boutique firms to thousands of retail outlets and nationwide advisory networks. the deals show artificial intelligence transforming accountants’ handling of tax planning, strategy, and client communication.
“i can’t imagine a better thing to do than support accountants in that endeavor,” says jackie meyer, founder of taxplaniq and 卡塔尔世界杯常规比赛时间 contributor, positioning her company’s mission personally. taxplaniq’s pitches ease of use. just upload a 1040, surface strategies, and deliver a branded proposal that quantifies return on investment.
with liberty tax, the reach is in the mass market. with ert, the audience is higher-value clients served by coordinated advisory teams. taxplaniq claims $5 billion saved by clients identified through its system. more than 1,200 firms already use the platform, before the new partnerships,
reaching for a $2.5 billion prize
the promise of the next evolution of tax planning is enticing, and the field is becoming more competitive by the month. the tax planning software market is projected to grow at a rate of 8% to 13% annually from 2026 to 2033, with the total market size expected to surpass $2.5 billion globally and $25 billion for the broader online tax software segment.
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