2 days ago1 minHow to Ace the Internal Succession TestConvincing someone in your firm to become your partner is not the same as marketing a product like a car that people can compare and unde...
Aug 241 minBuild Entrepreneurial Accountants and Partners for Better SuccessionThe pandemic has made accounting practitioners more aware of limitations—and of the value that can come from changing to better manage th...
Jul 312 min4 Ways to Win at Internal SuccessionFirms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions t...
Jul 231 minTransition Planning, No Matter What CircumstancesOur current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity. ...
Jul 101 minVideo: Dealing with Firm Transitions, Planned and UnplannedIf your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here ar...
Jun 251 min5 reasons to move into sell mode amid coronavirusYour accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is thi...
May 71 minPodcast: Succession Planning Priorities for Every CPA FirmAs CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise, ...
Aug 19, 20192 min5 Ways to Unleash the Power of ROI at Your FirmMore than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every ch...
Jun 5, 20192 minMore than Money: Make Compensation Meaningful4 ways to design partner compensation to be more meaningful at your accounting firm.
May 15, 20191 minHow to Build the Team That Will Replace YouA good succession plan is essential for your firm. Get ideas to build your bench in this Accounting Today blog written by Ira Rosenbloom.
Mar 15, 20192 min4 Benefits of Becoming a PartnerEspecially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off, becomin...
Jan 8, 20191 minExpectations of Future Firm LeadersThe path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the fir...
Nov 26, 20182 minHow Tax Season Affects M&AFor CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and ...
Oct 29, 20182 minChecklist to Create the Managing Partner Mindset, Part 1: Productivity & ProfitabilityNo matter how big or small their CPA firm, a solid Managing Partner thinks about the different aspects of their business, and how to make...
Sep 26, 20181 min2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A ReadinessCPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm lead...
Jun 26, 20181 minSetting a High Bar for Successors That Is AchievableFinding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through mer...
Jun 8, 20183 minManaging the Fears of CPA Practice TransitionWhether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm owner...
Jan 26, 20181 minTest Succession & Transition ViabilityArticle by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is pr...
Sep 1, 20171 minThe Ideal Future Owner of Your Firm? Meet the Millennials.When accounting firm leaders start to formulate a succession plan and think about the future of their firms in the near- and long-term, t...
