Five Keys to Successfully Selling a CPA Firm
No.1: Timing, Timing, Timing.
By Brannon Poe
SUCCESSION & RETIREMENT
Mergers: What Could Go Wrong?
M&A veterans cite culture, personalities, and values as top deal-breakers.
By CPA Trendlines Research
Why Firms Merge: Hint, It’s Not for the Clients
Survey shows few firms will be left unaffected by today’s M&A tsunami.
By CPA Trendlines Research
Join the survey. Get the results.
Five Key Decisions for Your Exit Strategy
The exit issues owners would rather ignore – until it’s too late.
By Brannon Poe
How to Transfer a Boomer-Owned CPA Practice to a Millennial
Facing down the gray tsunami reshaping the profession.
By Brannon Poe
6 Action Steps for a Smooth Retirement Transition
Plus 8 questions the retiree should ponder.
By August Aquila
7 Succession Planning Best Practices
None of it works without the managing partner’s backing.
By August Aquila
Change Happens: How to Master It.
“What an amazing success story for our profession…”
By Bill Reeb
What Happens When You DON’T Push Work Down
“Stop defaulting to asking every talented person you have to work more hours doing stuff other people can and should be doing.”
By Bill Reeb and Dominic Cingoranelli
Why You Must Constantly Push Work Down
New staff won’t work the hours you did. Forget that notion right now.
By Bill Reeb and Dominic Cingoranelli
Making Partner: Today’s 15 Essential Skills and Traits
Do you have what it takes? Bonus: Six boxes to check off, and seven tough questions.
By Marc Rosenberg
The Three Laws of Physics in Accounting Firm Mergers
What led to the succession crisis? Inertia.
By R. Peter Fontaine
3 Ways Firms Scare Off Successors
And 7 steps to making ownership attractive to new leaders.
By Terrence E. Putney
Bridging the Gap
