Jul 31, 20202 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...
Jul 23, 20201 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 10, 20201 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...
Jun 25, 20201 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...