Mergers & Succession
Showing all 15 results
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BEST SELLER!
CPA Firm Succession Planning: A Perfect Storm
The roadmap for creating and implementing a succession plan.
$245.00 – $290.00 Learn More -
Sale!
HERDING CATS
How to Engage Partners in the Firm’s Future
The secrets every leader needs to know
$139.97 Learn More -
THINK BIG, GET RESULTS
Strategic Planning and Goal Setting for Results
The complete guide to successful planning
$245.00 – $290.00 Learn More -
Sale!
BEST-SELLER!
101 Questions and Answers: Managing an Accounting Practice, Volume 2
By Edward Mendlowitz, CPA, ABV, PFS
With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 Learn More -
Sale!
NEXT-GEN LEADERSHIP
Passport to Partnership
Sailing Through the Seven Cs to CPA Firm Leadership – The Personal Progress Plan & Workbook
By Martin Bissett
$149.97 Learn More -
Sale!
The #MeToo Handbook
Sponsoring Women: What Men Need to Know (Instant Download)
The must-have management manual for the #MeToo Movement.
Designed to arm men with the tools and perspective they will need to usher professional women into the top ranks of their firms.
By Ida O. Abbott, J.D.
$99.97 Learn More -
ESSENTIAL & COMPREHENSIVE
The Role of the Managing Partner
The Definitive Guide to CPA Firm Leadership
By Marc Rosenberg, CPA, with Kristen Rampe, CPA
The comprehensive handbook and how-manual to building a thriving, growing, and profitable accounting business. With checklists, sample forms, step-by-step procedures, real-world case studies, and insights from dozens of the nation's leading CPA firm CEOs.
$305.00 – $445.00 Learn More -
PRO-MEMBER BENEFIT
Making Mergers Work: Special Report [eBook]
Essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.
After the deal is done, and the celebrations end, the hard work begins.
FREE for PRO Members!
$99.95 Learn More -
SUCCESSION STRATEGIES
CPA Firm Partner Retirement / Buyout Plans
The essential tool for revising, updating or creating new buyout agreements.
By Marc Rosenberg
$305.00 – $350.00 Learn More -
NEWLY UPDATED and EXPANDED
CPA Firm Mergers: Your Complete Guide [New & Updated]
Your Complete Guide to How Mergers REALLY Work
New Second Edition: Updated and Expanded. Three New Chapters. New Bonus Toolkits.
By Marc Rosenberg CPA
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THE DO'S & DON'T'S
CPA Firm Partner Agreement Essentials
Marc Rosenberg's step-by-step instructions, tips and traps, do's and don't's, best practices and worst nightmares. With tables, charts, illustrations, case studies, and checklists. All in plain-English.
$305.00 – $350.00 Learn More -
TOUGH QUESTIONS, SMART ANSWERS
202 Questions and Answers: Managing an Accounting Practice, The Complete 2-Volume Set
Complete Two-Volume Set
By Edward Mendlowitz, CPA, ABV, PFS
With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$199.95 – $299.95 Learn More -
Sale!
SUCCESS SECRETS REVEALED
Call Me Before You Do Anything: The Art of Accounting
By Edward Mendlowitz, CPA
Over 150 lessons learned the hard way – so you don't have to.
$199.95 – $249.95 Learn More -
RUN with the BIG DOGS
8 Steps to Great
By Domenick J. Esposito, CPA
The practice management handbook for achieving unbeatable branding, rapid growth, and extraordinary profits.
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NEW! 2024 OUTLOOK
The Rosenberg MAP Survey: National Study of CPA Firm Statistics [25th Annual Edition]
The leading national study of CPA firm practice management benchmarks.
$600.00 – $700.00 Learn More