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Market data and deal flow

Sources

Planning Basis research deskSection 11 · Page 12 of 12Last updated 3 November 2026

All web sources below were retrieved or found in indexed primary-source results on 3 November 2026. Dates in titles identify publication or data periods, not necessarily the last update. Publisher descriptions establish advertised scope, not independently verified outcomes.

Supplied background: the complete attached context pack, including persona, search-term, market, lead-magnet, primer and supplier documents. Its commercial assumptions are attributed as supplied estimates; existing-research.json contained no prior documents.

Sources cited on this page

  1. CPA.com — 2024 CAS Benchmark Survey release, 9 December 2024www.cpa.com
  2. AICPA — 2025 MAP survey release, 10 September 2025www.aicpa-cima.com
  3. BLS — Accountants and auditors: May 2025 pay and 2025–2035 outlookwww.bls.gov
  4. Cerebral Tax Advisors — Pricing and scopewww.cerebraltaxadvisors.com
  5. Grant Thornton Advisors — Completion of CBIZ acquisition, November 2026 pagewww.grantthornton.com
  6. Wipfli — Strategic minority investment announcement, 2025www.wipfli.com
  7. CBIZ — Completion of Marcum acquisition, 1 November 2024cbiz.gcs-web.com
  8. Grassi — GVC Construction case study, 26 May 2026www.grassiadvisors.com