Transition Planning, No Matter What Circumstances
Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....
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Jul 9, 20201 min read
Video: Dealing with Firm Transitions, Planned and Unplanned
If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...
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Jun 25, 20201 min read
5 reasons to move into sell mode amid coronavirus
Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...
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May 6, 20201 min read
Podcast: Succession Planning Priorities for Every CPA Firm
As CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise,...
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Aug 19, 20192 min read
5 Ways to Unleash the Power of ROI at Your Firm
More than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every...
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Jun 5, 20192 min read
More than Money: Make Compensation Meaningful
4 ways to design partner compensation to be more meaningful at your accounting firm.
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May 15, 20191 min read
How to Build the Team That Will Replace You
A good succession plan is essential for your firm. Get ideas to build your bench in this Accounting Today blog written by Ira Rosenbloom.
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Mar 15, 20192 min read
4 Benefits of Becoming a Partner
Especially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off,...
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Jan 8, 20191 min read
Expectations of Future Firm Leaders
The path to partnership in a CPA firm is one that firm owners should take some time to focus on and develop. To properly prepare, the...
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Nov 26, 20181 min read
How Tax Season Affects M&A
For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...
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Oct 29, 20182 min read
Checklist to Create the Managing Partner Mindset, Part 1: Productivity & Profitability
No matter how big or small their CPA firm, a solid Managing Partner thinks about the different aspects of their business, and how to make...
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Sep 26, 20181 min read
2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A Readiness
CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...
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Jun 26, 20181 min read
Setting a High Bar for Successors That Is Achievable
Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...
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Jun 8, 20183 min read
Managing the Fears of CPA Practice Transition
Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...
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Jan 26, 20181 min read
Test Succession & Transition Viability
Article by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is...
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Sep 1, 20171 min read
The Ideal Future Owner of Your Firm? Meet the Millennials.
When accounting firm leaders start to formulate a succession plan and think about the future of their firms in the near- and long-term,...
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