Growing a small firm through mergers and acquisitions | Small firm philosophy
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Growing a small firm through mergers and acquisitions | Small firm philosophy

3 years ago · 19 min listen

In this episode of the Small Firm Philosophy podcast, Dov Zaidman, CPA/CITP, CGMA, managing partner of ZBS Group in Plainview, New York, talks with Carl Peterson, CPA, CGMA, of the AICPA, about how his firm has successfully merged and acquired small practices as their owners neared retirement. Zaidman shares insight on leading a growing practice and integrating offices in two locations.

Discussion topics include:

  • Taking a long view on blending cultures of separate firms during integration.

  • The role technology platforms play in mergers.

  • Taking an agile, experience-based approach to M&A due diligence.

  • Lessons learned in succession work.

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