Disclosure schedules are one of the most overlooked but important parts of buying or selling a business. Here is why they matter, how they connect diligence to the purchase agreement, and why they can protect both buyers and sellers. 

Think all $1 million accounting firms are worth the same amount of money? Think again. Learn why profit margins, recurring revenue, and business structure matter far more than gross revenue when valuing an accounting practice.

 Buying a small business is often more complicated than buying real estate. Learn why accounting firm acquisitions and small business M&A feel like the Wild West and what buyers need to know.

Thinking about selling your CPA firm or accounting practice? Learn why AI disruption, private equity rollups, and buyer demand may make 2026 the ideal time to sell your accounting business.

Selling a business is hard enough without late surprises. Learn why business sales get complicated near closing and how sellers can reduce confusion, friction, and buyer hesitation.

Thinking about selling your business? Learn how to increase value, improve margins, clean up operations, and avoid common seller mistakes before closing a deal.

Small business acquisitions are surging as private equity, search funders, and individual buyers chase stable cash flow. Learn the macro trends driving the boom and why “boring businesses” are suddenly hot investments.

Most business deals do not fail overnight. Learn why acquisitions quietly fall apart and how buyers can avoid common mistakes across financing, legal, diligence, and regulatory processes.

Do you have to sell your accounting firm to a CPA? Learn when CPA ownership is required, how alternative practice structures work, and how to avoid limiting your buyer pool.

What is a disclosure schedule in M&A? Learn how disclosure schedules work in an asset purchase agreement, why they matter in accounting firm acquisitions, and how they protect buyers and sellers.

Diligence calls can quietly derail your business acquisition if handled wrong. Learn how to avoid costly mistakes, protect your leverage, and keep the deal on track.

What really happens when lawyers "disappear" during your business sale? Discover the behind-the-scenes process of negotiating deal documents, redlines, and how to keep your acquisition on track.

Think offering 0% interest on a seller note is savvy? Think again. Learn why sellers reject these LOIs—and how to structure financing terms that build trust, not red flags.

Acquiring an accounting firm? Discover key strategies to retain top employees post-acquisition—from retention bonuses to deal-stage offer letters. Avoid the costly mistake of losing your best people.

Avoid deal-killing mistakes. Learn how closing mechanics work in accounting firm sales and which structure is right for your transaction.

Tired of getting your LOI rejected? Use the MAFIA framework to write smarter offers and finally close that business deal. Here's how.

Buying an accounting firm? Don’t skip this deep dive into purchase agreements—the document that can make or break your deal. Learn what to look for in every section, from price to non-competes.

Tired of your Letters of Intent getting ghosted when trying to buy an accounting firm? Learn the real reasons sellers don’t respond, and what you need to include in your LOI to actually get a call back, especially if you’re not a CPA.

Thinking of buying or selling an accounting practice? Learn when the 90-day "presumed consent" rule applies, how IRS §7216 changes the game for tax records, and how to stay compliant with both state ethics rules and federal tax law.

The first time I tackled a lengthy SaaS Master Services Agreement (MSA), it felt like reading a legal Ambien prescription—dense, repetitive, and designed to knock you out cold. Over the years, I’ve learned that MSAs aren’t just about legalese; they’re a mix of business reality, negotiation strategy, and practical risk management.

In this post, I’ll break down the key elements of SaaS MSAs into digestible chunks, showing you how to make these contracts work for your business—without the drowsiness.