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Patrick Dichter Shares Lessons Learned from Acquiring Accounting Firms

How2Exit

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Patrick has a background in sales and marketing and holds an MBA. rn Outsourcing accounting services can save time and provide expertise.

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Solganick advises Kavaliro on the sale of its Salesforce consulting division to Accordion

Solganick & Co.

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. We are excited about the sale of our Salesforce Division to Accordion, said John Mahony, Managing Partner of Kavaliro. ORLANDO, FL.,

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Liquidnet names new trade coverage and execution consultant for New York desk

The TRADE

Liquidnet has appointed Amanda Lee Volk as trade coverage/execution consultant for its New York desk. As part of the role, Volk will focus on providing primary account coverage for Liquidnet ATS members, which includes institutional, hedge, quant, multi-strategy and index funds.

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Creating an M&A Playbook with ChatGPT as Your Consultant

Midaxo

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. Developing an M&A playbook is typically a challenging and time-consuming task, regardless of whether it is done internally or with consultants.

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07-04-2023 Newsletter: July 4th PE Platform Sale!

OfficeHours

Getting someone to listen Read More Blogs Visit OfficeHours Blog and follow us on our social media accounts: Instagram , YouTube , TikTok , and Twitter for our latest updates. The post 07-04-2023 Newsletter: July 4th PE Platform Sale! Understanding the technicals is the part that’s more on the art side.

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Solganick & Co. served as the exclusive advisor to Waypoint Consulting in its sale to Wipfli

Solganick & Co.

in its sale to top 20 accounting and consulting firm Wipfli, LLP February 15, 2022 – Waypoint, Inc. announced that it had been acquired by Wipfli, LLP, a top 20 accounting and consulting firm. Wipfli also adds expanded capabilities in cloud computing, ERP solutions, and outsourced accounting. “We

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Tax Accounting

Wall Street Mojo

What Is Tax Accounting? Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. Table of contents What Is Tax Accounting?