How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

TIP SHEET
Sell-side considerations for M&A transactions
Considering a sale? Gaining a deeper understanding of your financial position can help you address acquirers' concerns early on and potentially lead to better deal outcomes.

Having the right financial information can help sellers negotiate deal terms, fair market value, and deal structures in mergers and acquisitions.


TIP SHEET
How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contacts

Ian Goldberger

Ian Goldberger, CPA

Principal, Transaction Advisory, Business Consulting Services

Miami