Succession Issues Stalling Some M&A
Owner agreements are seeing updates.
By Terry Putney
The Rosenberg MAP Survey: Annual National Study of CPA Firm Statistics
succession
Technology Playing Center Stage in CPA Profession
Also: Retirees who want their buyouts had better transition their clients.
By Marc Rosenberg
The Rosenberg MAP Survey: Annual National Study of CPA Firm Statistics
3 Ways Firms Scare Off Successors
And 7 steps to making ownership attractive to new leaders.
By Terrence E. Putney
Bridging the Gap
6 Questions for Planning Your Succession
Make your planning spell SUCCESS.
By August Aquila
10 Steps to Transitioning to a New MP
Plus 4 questions to answer if the MP is staying with the firm.
By August Aquila
What Makes a Great Partnership
SURVEY: Next Generation Balking at Buyouts
M&A doesn’t solve succession problems.
By Terry Putney, Transition Advisors
The Rosenberg MAP Survey
Many Firms Have Already Lost the Battle with Succession
Retirement formulas often are outdated.
By Carl George, Carl George Advisory
The Rosenberg MAP Survey
Time Is Running Out for Succession Planning
Includes a 22-point firm combination packet.
By Domenick J. Esposito
8 Steps to Great
SURVEY: Firms Must Build Their Benches
It’s that or watch your bright new stars bolt.
By Art Kuesel, Kuesel Consulting
The Rosenberg MAP Survey
SURVEY: Mergers Spur Growth
Leadership, succession planning remain challenges.
By August Aquila, Aquila Global Advisors
The Rosenberg MAP Survey
When Silence Is Golden … and Not
A cautionary tale about commitment for partners-to-be.
By Martin Bissett
Passport to Partnership
The Two Most Common Management Styles
Do CPA firms need management or leadership?
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
What Commitment Means Now
Do you and your firm have the same perception?
By Martin Bissett
Passport to Partnership