Many firm leaders are in denial and fall short of what’s required, and that’s the principal reason why so many firms can’t get to the next level.
Read More »Category Archives: Succession planning
Feed SubscriptionArt of Accounting: Price to pay for a practice
My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.
Read More »How to build a successful exit planning practice
CPAs have a unique view into their clients who will exit their businesses in the not-too-distant future.
Read More »5 reasons to move into sell mode at your firm amid coronavirus
It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.
Read More »The impact of coronavirus on firm valuations
The pandemic may not be changing the M&A landscape in the ways you expect, says Transition Advisors’ Joel Sinkin as he dives into what’s different, and how.
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