mergers & succession
showing all 14 results
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best seller!
cpa firm succession planning: a perfect storm
the roadmap for creating and implementing a succession plan.
$245.00 – $290.00 learn more -
herding cats
how to engage partners in the firm’s future
the secrets every leader needs to know
$139.97 learn more -
think big, get results
strategic planning and goal setting for results
the complete guide to successful planning
$245.00 – $290.00 learn more -
sale!
best-seller!
101 questions and answers: managing an accounting practice, volume 2
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 learn more -
sale!
the #metoo handbook
sponsoring women: what men need to know (instant download)
the must-have management manual for the #metoo movement.
designed to arm men with the tools and perspective they will need to usher professional women into the top ranks of their firms.
by ida o. abbott, j.d.
original price was: $149.50.$99.97current price is: $99.97. learn more -
essential & comprehensive
the role of the managing partner
the definitive guide to cpa firm leadership
by marc rosenberg, cpa, with kristen rampe, cpa
the comprehensive handbook and how-manual to building a thriving, growing, and profitable accounting business. with checklists, sample forms, step-by-step procedures, real-world case studies, and insights from dozens of the nation's leading cpa firm ceos.
$305.00 – $445.00 learn more -
pro-member benefit
making mergers work: special report [ebook]
essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.
after the deal is done, and the celebrations end, the hard work begins.
free for pro members!
$99.95 learn more -
succession strategies
cpa firm partner retirement / buyout plans
the essential tool for revising, updating or creating new buyout agreements.
by marc rosenberg
$305.00 – $350.00 learn more -
newly updated and expanded
cpa firm mergers: your complete guide [new & updated]
your complete guide to how mergers really work
new second edition: updated and expanded. three new chapters. new bonus toolkits.
by marc rosenberg cpa
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the do's & don't's
cpa firm partner agreement essentials
marc rosenberg's step-by-step instructions, tips and traps, do's and don't's, best practices and worst nightmares. with tables, charts, illustrations, case studies, and checklists. all in plain-english.
$305.00 – $350.00 learn more -
tough questions, smart answers
202 questions and answers: managing an accounting practice, the complete 2-volume set
complete two-volume set
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$199.95 – $299.95 learn more -
sale!
success secrets revealed
call me before you do anything: the art of accounting
by edward mendlowitz, cpa
over 150 lessons learned the hard way – so you don't have to.
$199.95 – $249.95 learn more -
run with the big dogs
8 steps to great
by domenick j. esposito, cpa
the practice management handbook for achieving unbeatable branding, rapid growth, and extraordinary profits.
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new! 2025 outlook
the 2024 rosenberg map survey | 26th annual edition
national study of cpa firm statistics
$650.00 learn more