Firms often think that the best and only option for succession comes externally. However, COVID-19 may have actually created conditions...

Our current conditions managing through a pandemic heighten the awareness and need for being well positioned and prepared for adversity....

If your accounting practice is changing leadership or ownership--whether suddenly in a crisis or in a planned exit or succession--here...

Your accounting firm's partners are all baby boomers, either planning or dreaming about retirement. Every year you ask yourselves: Is...

As CPA firm leaders plan for succession, there are priorities that should advance to the top of every firm's list, including compromise,...

More than ever, the common driving force for CPA firms throughout the country is figuring out the return on investment (ROI) for every...

4 ways to design partner compensation to be more meaningful at your accounting firm.

A good succession plan is essential for your firm. Get ideas to build your bench in this Accounting Today blog written by Ira Rosenbloom.

Especially with the high pressures during tax season, CPAs start to wonder whether they are in the right business! To top it off,...

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...

For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...

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...

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...

Finding the right successor is an ongoing challenge for CPA firms. Many owners who see a successor coming from another firm – through...

Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...

Article by Ira Rosenbloom. Published in PICPA CPA Now January 26, 2018. Successfully transitioning a CPA firm or a book of business is...

When accounting firm leaders start to formulate a succession plan and think about the future of their firms in the near- and long-term,...