Mergers & Acquisitions

Business people shaking hands

If you are selling or acquiring an accounting practice, you need to read the AICPA’s new guidance “Transfer of Files and Return of Client Records in Sale, Transfer, Discontinuance or Acquisition of a Practice,” which clarifies the obligations of the selling and the acquiring parties and explains how to deal with clients that do not respond to the notification of the transaction.
Continue Reading Accountants M&A Alert: New AICPA Guidance on Transfer of Client Files