Firm & Practice Management

7 Aspects of Your Firm Culture That Can Make or Break a Merger
 

7 Aspects of Your Firm Culture That Can Make or Break a Merger

Posted: May 24, 2017
When it comes to a merger of accounting firms, the process can depend on way more than the bottom-line financial terms of the deal. Without a clear view of the culture, one side or the other may be surprised later in the negotiating process.

Staying Competitive: A Game Plan for Business Success
 

Staying Competitive: A Game Plan for Business Success

Posted: May 12, 2017
Competing in today’s complex business environment presents unique challenges for CPAs and their clients. Growing business, staying one step ahead of the competition, and attracting and retaining staff have be­come top priorities. Read more on playing the game.

 How to Overcome Succession Planning Fears
 

How to Overcome Succession Planning Fears

Posted: February 16, 2017
There are a number of reasons behind the rampant procrastination of CPA firm owners regarding succession planning, but arguably none approach the tandem of the fears of a loss of income and a loss of control.

 How to Set Your Successor Up For Success
 

How to Set Your Successor Up For Success

Posted: February 1, 2017
Even if you’ve carefully selected an up-and-comer to take over the reins in the future, this isn’t where your firm’s succession story ends – it’s only just begun.






Dangers to Dodge in Accounting Firm Sales
 

Dangers to Dodge in Accounting Firm Sales

Posted: July 11, 2016
Knowing how to avoid major hazards when seeking a buyer can make all the difference between a profitable conclusion and a disastrous outcome.