Topics & Events

Here are some of our most popular speaking topics.

Merging – The Glory and the Gore
Get a road map to determine whether merger is the right destination and avoid detours and hazards along the way
Business Development – A business of its own
Learn how to build a system that breeds success and stays focused
Accountability – Practice what you preach
An approach to motivating and molding performance thru out your practice
The Managing Partner – Is it time for a new model?
Exploring why the profession requires a new mentality and approach to managing the practice
Matchmaker – Make me a match
Figuring out the right options for your continuity – merge, promote,specialize……

We are available for workshops and presentations based on these topics and other related matters that will meet your needs.

We are highly selective about our speaking events. In 2010 we were proud to speak for the following organizations:

Please contact us to be a part of our 2011 Agenda.

Warning to Managing Partners
- WebCPA.com | January 14, 2010

Beefing Up Your Profit Centers: Hardcore Mentoring Fundamentals
- CPA Practice Management Forum | January, 2010

Put Q&A before M&A
Accounting Today - Front Page | January 11, 2010