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Many firm leaders are in denial and fall short of what’s required, and that’s the principal reason why so many firms can’t get to the next level.
January 15Esposito CEO2CEO, LLC -
How can we adapt techniques that educators and educational institutions use in preparing for online classes to our fall work lineup?
September 15John Jay College -
Transition in CPA firms is a process that has passed the test of time and has been managed in good times and bad.
July 23Optimum Strategies -
It's not just about higher status and more pay: There is plenty for new partners to know and do, and unfortunately many firms do not have any training for them.
June 22Kostelanetz & Fink LLP -
Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.
April 20Esposito CEO2CEO, LLC -
The pandemic is restructuring many of the calculations in mergers.
April 15The Visionary Group -
If your firm doesn't have a plan, you need to start working on it fast.
December 20The Visionary Group - WithumSmith+Brown PC CPAs
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These seven questions can determine where you stand in the grim landscape of CPA firm succession planning.
December 6 -
Unfortunately, almost every firm has a number of partners (usually high-performing partners who are also high-maintenance partners) who either interpret partnership agreement provisions in a way that benefits them in some way or, worse yet, choose to ignore these provisions altogether.
November 21Esposito CEO2CEO, LLC