News & Events

Article

No-Cash-Down Practice Acquisition

Welcome to the RF Resources “NO-CASH-DOWN” Special Report. And congratulations on taking an important step toward professional success and financial freedom! • Are you a CPA with your own small practice and seeking to grow? • Are you a CPA and a valued employee who has always dreamed about having your own practice and being your own boss? If you answered YES to either of the above, then this “NO-CASH-DOWN” Special Report is ideal for you.

2008

by Robert S. Fligel, CPA, President of RF Resources LLC

No_Cash_Down.pdf

Article

Nine Proven Strategies to Ensure a Successful CPA Firm Merger or Sale

Small and Midsize CPA Firms Increase Earnings through Mergers and Acquisitions. But Are You Prepared for the Critical Issues?

September 23,2008

by Robert S. Fligel, CPA, President of RF Resources LLC

Fligel_WHITE_PAPER_on_9_PROVEN_STRATEGIES.pdf

Article

Having the Right Firm Merger Mindset

November 1, 2007

Article written by Robert Fligel for the Practical Accountant’s November 2007 issue about how to take advantage of current trends. 

Having the Right Firm Merger Mindset

Article

Unspoken Obstacles Prevent Many Accounting Firm Mergers and Sales

June 2007

For the New York State Society of CPAs’ publication, The CPA Journal, Robert Fligel wrote about the unspoken reasons inhibiting firm mergers.

Unspoken Obstacles (PDF format)

Article

Consolidation Caveats

November 2006

For The Practicing CPA, the newsletter of the AICPA’s private practice section, Robert Fligel wrote about current CPA merger trends versus the consolidations in the late 1990’s. Read at AICAP Website.

Consolidation Caveats (PDF format)

Event

Rainmaking Strategies for Success- May 12, 2010

Sea Level Cafe, 6 East 43rd Street, NYC 8-10:30 a.m.

May 12, 2010

CPE Credits:  2
Fee:  Complimentary
With noted speaker and author Ed “the rainmaker” Robinson.
Conference Details:  http://tinyurl.com/34d2ne5h

Event

Build The Firm of The Future, Chris Frederiksen guest speaker, May 4, 2010

The Princeton Club of New York 15 West 43rd Street New York, NY 10036

May 4, 2010

5 Strategies to Boost your Bottom Line
CPE Credits:  2
Fee:  Complimentary
Speaker:  Chris Frederiksen, CPA in Marin County, California and one of the most highly rated seminar leaders in the world.
Conference Details:  http://tinyurl.com/y58rmks

May-4-flye.pdf

Event

Practice Management Conference

Conference Chair Philip J. Whitman, CPA Whitman Business Advisors LLC http://www.whitmanbiz.com 212-983-0035 Panel Moderator Robert Fligel,CPA RF Resources LLC http://www.rf-resources.com 212-490-9700

October 28, 2009

Practice Continuity Panel  
Robert Fligel -RF Resources, LLC

Ted Felix -Parente Randolph, LLC
Making the decision to sell or merge upstream. The process.
John Repetti -Graf, Repetti & Co, LLP
Identification of potential merger / acquisition prospects.
Glenn Friedman –Metis Group, LLC
To Be Or Not To Be? Making The Match.
Doug Phillips -Weiser LLP
Practice evaluation considerations.
Dom Esposito -JH Cohn, LLP
Post Acquisition transition and integration the first 24 months.
Tim Christen -Baker Tilly Virchow Krause, LLP
Things Gone Right and Wrong.  Lessons Learned.

Event

Deal Makers, Deal Breakers. Potential Pitfalls in CPA M&A Deals - May 20, 2010

The Princeton Club of New York 15 West 43rd Street New York, NY 10036 Philip J. Whitman, CPA Whitman Business Advisors LLC http://www.whitmanbiz.com 212-983-0035 Robert Fligel,CPA RF Resources LLC http://www.rf-resources.com 212-490-9700

May 20, 2010

CPE Credits:  2
Fee:  Complimentary
Speakers:  Bill Carlino, Accounting Today as moderator. Panelists-James Alterbaum, Steven Berger and Thomas Manisero.
Conference Details:  http://tinyurl.com/3xapuq2

Event

Special May 9th Partners' Session: CPA Firm Sales and Mergers

May 9, 2007

For the Manhattan/Bronx chapter of the New York State Society of CPAs, Robert Fligel gave a presentation discussing sale versus merger versus internal succession, and what to expect if you sell or merge.

Event

Nassau/Suffolk Chapter of the National Conference of CPA Practitioners Mergers & Acquisitions Roundtable

April 26, 2007

Robert Fligel organized and led a roundtable discussion attended by more than 20 CPAs about current trends and real life buyer and seller experiences.