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.

Revving Up Recruiting in the New Roaring 20s Recruiting and retention has historically been a top issue for CPA firms. Here’s a new talent strategy for the next decade.

All in the Family Like many businesses across the country, small and family-owned CPA practices are facing mounting challenges when it comes to passing the torch to a second generation.

5 Ways to Engage Millennial and Gen Z Talent Here’s a hint: Millennial and Gen Z workers show deeper loyalty to employers who are sensitive and proactive about the issues that are important to them.

Does Trusted Mean Valued? Now, more than ever, CPAs must redefine who and what they are to their clients and companies or risk their relevance in a tech-heavy business world.