Is an ESOP Right for Your Firm? As firms look for ways to attract and retain talent, some are adding employee stock ownership plans to their succession planning toolkits. Here, experts share how a feasibility analysis can provide valuable insight into whether it’s the right choice for your firm.

One Last Busy Season: Prepping Your Firm for a Successful Sale Preparing for the sale of an accounting firm requires a lot of careful planning. Here’s what firms need to consider before selling, merging, or taking on a private equity investment.

In Succession Planning, What Constitutes Success? Here are three succession planning choices for firms to consider—each with its own definition of success.

Women: What Our Business Models Are Missing It’s not ambition, it’s culture, that’s keeping women out of the accounting and finance leadership pipeline.

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.