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 Healthcare M&A
A deeper understanding of your financial position can help you address concerns early on and potentially lead to better deal outcomes in a healthcare transaction.

When selling a healthcare practice, financial information is crucial to negotiating deal terms, fair market value, and deal structures. Consider ways to improve your record-keeping and operational efficiencies to help you obtain an optimal purchase offer. Review these tips to focus on key areas of your practice that may need special attention as you prepare for a sale.


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

James Wolcott

James Wolcott

Principal, Business Consulting Services

Miami

Greg Katsikas

Greg Katsikas, CPA

Principal, Assurance & Advisory Services 

Miami