Avoiding the ‘Retired’ Partner Problem Here’s how to get CPA firm partners destined to hold on until the bitter end to loosen their grip and successfully hand off their firms to the next generation.

Yes, You Are a Mentor As business leaders, we must recognize that the actions we take and the decisions we make always affect the people around us.

Planning for Your Last Busy Season Whether you look forward to two more busy seasons or 20, you should start planning today for a practice transition or sale that realizes the true value of your hard work.

The Board’s Responsibility for Post-Pandemic Succession Planning As the business landscape changes, and the talent market grows ever more competitive, board members must take a more active role in leading diverse and robust succession planning efforts.

Selling a CPA Firm or Small Business These 10 essential steps will prove a handy guide to any M&A transaction, whether you’re a founder looking for an exit strategy or a CPA advising on another deal.

Next-Gen Transitions: Building a Firm That Lasts The inevitable outcome of building a successful CPA firm is handing the reins to the next leader. Three experts share their insights into making that transition a success.

Stop Planning and Start Living a Succession Lifestyle Succession planning should be more than a last-minute search for a leader’s replacement; it should be an intrinsic part of the culture that firms practice every day.

My Client Asked Me About an ESOP—What Do I Need to Know? Employee stock ownership plans give business owners flexible exit options. Here’s how CPAs can help their clients navigate them.

When Diversity Is the Deal Planning for the growth, sale, or succession of any accounting firm is challenging, but minority-owned firms require special attention to future leadership, mission, and cultural preservation years before decisions get made.