Succession planning

Jeremy Hauk will assume the role May 1, 2022, succeeding Dave Stende, who will retire after nearly 40 years at the firm and nine years at the helm.

Eric Miles will succeed Chris Schmidt, who will be retiring over the next six months.

The Top Eight Firm's partnership board chose Seth Siegel as the firm’s next CEO, succeeding Brad Preber on Aug. 1, 2022.

Clients need to start planning for a potential sale of their business now.

As CEO of a midsized or small CPA firm, ask yourself this tough question: “Why would someone want to be a partner in this firm?”

Take a look around your own firm to see if an uncomfortable number of senior staff are on the cusp of retirement. Who will replace them?

Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.

Capital gains at death; ounces of prevention; extremely dark money; and other highlights from our favorite tax bloggers.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

There are almost as many buyout plans as there are accounting firms.

Is it time to move away from staying independent for as long as you can and pivot to cashing out and merging up before the inevitable enhanced tax rates kick in and your general compliance shop’s worth diminishes?

To delay or not delay; three questions about a digital tax; nonprofits and theft; and other highlights from our favorite tax bloggers.

No one likes to contemplate their own mortality, but John Napolitano of U.S. Wealth Management makes it clear why accountants need to get their business-owner clients thinking about exit planning.

Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC.

Managing a practice is a separate business by itself and needs the care and attention you give to the professional services part of your practice.

The California accounting firm's co-leadership model was put to the test in 2020.

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.

Jen Leary will succeed Denny Schleper on Jan. 1, 2021.

The top firms are getting larger, stronger and better by gobbling up small and midsized firms, making it tougher to compete for talent and clients.

Currently the firm's chief marketing and strategy officer, Majchrzak will become the third CEO in the firm’s 30-year history and the first non-CPA to lead the firm.