Succession planning

Succession planning

Growth

Plan For Your Last Busy Season

Whether you're looking at two more busy seasons or 20, start planning today for a practice transition that realizes your firm's true value...

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Practice

The M&A Outlook in 2022

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A group of business people shake hands in an office
Practice

Fixing the Generational Divide in Accounting

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A female supervisor teachers her younger staff about a new project
Growth

Cultivating Your Firm's Next Generation of Leaders

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Young Accountants
Trends

Accounting Firm Mergers Require Attention to Tech

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Growth

Women Need to Rise as CPA Firm Partners

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professional women at a meeting table
Growth

Top CPA Firm Consulting Groups in Merger Deal

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Practice Excellence

Choosing the Right Succession Plan for Your Client

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A multi-aged corporate team standing in a row
Practice Excellence

Next-Gen Transitions: Building a Firm That Lasts

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Young businesswoman standing in front of her team.
Clients

Why Clients Leave (and How to Prevent Surprises)

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client services
Clients

What to Ask Clients to Start Their Financial Plan

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Couple reviewing documents with advisor
Practice

Key Steps for Smooth Succession and Exit Planning

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Group of businesswomen at a conference table
Growth

How Small Firms Can Live the Succession Process

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Succession
Growth

Career Move Tips for CPAs and Tax Pros

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5 Tips to Propel Your Public Accounting Career
Accounting Software News

CPA Exchange Launched for Firm Transitions

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Mobile News
Growth

Succession Planning and M&A During COVID

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Business Tax

Year-End Plans Should Include Exit Planning

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financial planning
Practice Excellence

What Happens to a Business When a Shareholder Dies

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Incentives for S corps converting to C corps

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