Post-Acquisition Integration
Post-Acquisition Integration: Why Day 2 Kills More Deals Than Day 1
A 100-day PAI playbook for accounting firms: Day 1 scripts, branding decisions, tech stack timing, and the talent moves that protect deal value.
Marc Howard
Marc Howard, a serial entrepreneur in the accounting space is Host of the Pitch Your Firm podcast, founder of Firmlever, founder of Taxplow, Cofounder of BizPayO, and creator of Tax Advisor GPT.
Niche Practice
Why Niche Firms Charge Double (And Why Generalists Are About To Feel It)
Firms that pick a lane charge twice what generalists do for the same hours. The gap is about to get wider, and AI is the reason.
The Firmlever Weekly Roundup: Issue #44
A new way to buy, sell, divest and refer accounting clients.
Pricing
Accounting Firm Underpricing Indicators: 9 Signs You're Leaving Money On The Table
Nine concrete signals your firm is underpriced, from realization rates to scope creep. If three or more apply, you're probably 20 to 40 percent below market.
The Firmlever Weekly Roundup: Issue #43
Things are heating up this week
The Firmlever Weekly Roundup: Issue #42
The Bookkeeper Graveyard
The Firmlever Weekly Roundup: Issue #41
Why "Micro M&A" Is the Only Growth Play That Makes Sense Right Now
The Firmlever Weekly Roundup: Issue #40
Selling small client blocks shouldn't take months or cost you a broker's cut. Find out what your $1.5K-$40K book is worth in one conversation.
The Firmlever Weekly Roundup: Issue #39
The "Production Pay" Edition
The Firmlever Weekly Roundup: Issue #38
The "Client Handoff" Edition
The Firmlever Weekly Roundup: Issue #37
The "Firm Exit Minefield" Edition
The Firmlever Weekly Roundup: Issue #36
The M&A "Deal Stack" Edition