Apr 41 minWinning Continuity Plans for Owners, Clients, and SuccessorsSuccessful practice continuity depends on making three parties happy: Clients, firm owners, and the next set of owners, successors, or...
Nov 15, 20232 minMake-or-Break Questions to Succeed at Transition and SuccessionTalent conditions in the CPA community impact firms in many ways. While larger firms may have advantages at times, they too have...
Sep 5, 20231 minAre You Ready for the Fractional Partner?Accounting firms that are focused on growing the leadership bench have typically followed a conventional path for partners, which...
Aug 8, 20232 min5 Keys to Strong M&A Integration and SuccessionMany CPA firms are now hard at work negotiating deals to be effective in the fourth quarter of 2023, or no later than January 1, 2024....