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succession

Succession Issues Stalling Some M&A

October 22, 2017

By Terry Putney

Owner agreements are seeing updates.
By Terry Putney
The Rosenberg MAP Survey: Annual National Study of CPA Firm Statistics

Technology Playing Center Stage in CPA Profession

October 12, 2017

By Marc Rosenberg

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

October 8, 2017

By Terry Putney

And 7 steps to making ownership attractive to new leaders.
By Terrence E. Putney
Bridging the Gap

6 Questions for Planning Your Succession

May 24, 2017

By August J. Aquila

Make your planning spell SUCCESS.
By August Aquila

10 Steps to Transitioning to a New MP

February 15, 2017

By August J. Aquila

Plus 4 questions to answer if the MP is staying with the firm.
By August Aquila
What Makes a Great Partnership

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