This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


How to keep clients after an accounting practice sale Logo aicpa

  Harry L. Olson, CPA |   Free |   AICPA |   01 Sep 2016 |   Journal of Accountancy

Client attrition is one of the biggest threats to the success of an accounting firm merger or sale. This article discusses the pivotal parts that buyers and sellers both have to play if they want to maximize the benefits and minimize the risks of the transition process.

Topics covered:
  • Firm practice management: Technical: Strategic planning: Mergers & acquisitions, Intermediate
  • Forensic & valuation services: Technical: Mergers & acquisitions, Intermediate