how to put the ‘success’ in succession
“the optimal approach for transition is to have in place a real-time written, approved succession plan that includes a process for periodically reviewing and updating it.”
by ira rosenbloom
succession & retirement
how covid changes succession planning
larger firms want to drive scale; smaller firms want more distribution and leverage.
by ira rosenbloom
preparing for the worst (thanks to my wife)
instant download: the practice continuation toolkit
by ed mendlowitz
call me before you do anything: the art of accounting
eisneramper takes on private-equity investor, spins out attest firm
click to play: eisner ceo charly weinstein talks deals with cnbc.
towerbrook capital infusion “reimagines the traditional accounting firm model.”
by 卡塔尔世界杯常规比赛时间
how aging boomers impact the accounting profession
your people are your biggest assets.
by steven e. sacks
the new fundamentals
family feud isn’t just a game show
why you need an estate administrator pro.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
entitled rainmakers and other practice development errors
can retired partners stay involved? only if it benefits the firm.
by marc rosenberg
the rosenberg practice management library
the one big reason your hiring sucks
and how to fix it.
by ty hendrickson
covid drives new m&a trends
buyers find good deals as baby boomers head for the exits.
by joseph tarasco
accountants advisory group
don’t let exiting partners double dip
why pay if the firm doesn’t get the clients?
by marc rosenberg
the rosenberg practice management library
new rules: covid shifts m&a landscape
checklists: top 10 tips for buyers and sellers.
by ira rosenbloom
is mandatory retirement a best practice?
consider retention, both staff and clients.
by marc rosenberg
the rosenberg practice management library
mandatory partner retirement?
nearly two-thirds of multi-partner firms have a mandatory retirement provision.
by charles hylan
the rosenberg survey: national study of cpa firm statistics
related: cpa firm partner agreement essentials