Succession Planning

Practice

The Case for Mandatory Partner Retirement

Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate, and firms are coping (or not) with transition issues surrounding those exits.
Education & Careers

The Next Generation of Leadership

We're headed toward a massive transition at firms across the country as current leaders get closer to retirement. Some firms have successfully transitioned, others are preparing, and there are those that don't have any plans in place.
Practice

Innovation: Key to Growth or Succession

Many accounting firm owners are considering new opportunities and ways to reinvent their firms before handing them over to their successors. Gary Boomer offered his insights at the recent Boomer Summit.
Practice

Who Gets the Business? Why Succession Planning Is Key for Small Business Owners

Much has been written about the demographic trends and macroeconomic factors that continue to affect succession planning for small business owners. Most of it can be boiled down to three key points.
Practice

Succession Planning: Preparing for Success

Jeffery Mowery describes his firm, Mowery & Schoenfeld LLC, as an attractive and viable exit strategy for smaller firms who don't have a succession plan in place.
Practice

Plante Moran’s "Succession Transition: A Roadmap for Seamless Transitions"

Plante Moran, PLLC announces the release of its new book, "Succession Transition: A Roadmap for Seamless Transitions." This insightful resource offers strategies for creating sustainable organizations through leadership development.

Voice of the Editor

Even though any accounting auditor would tell you it seems like there are an awful lot of tax accountants out there, surely one-third of the country isn't made up of tax preparers, so it's rather startling news to learn that one-third of Americans like to do their taxes. Who knew?
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