Succession planning

The last several years have seen a “merger frenzy,” with small and midsize CPA firms (with annual revenues between $10 million and $24 million) getting acquired by larger CPA firms that have a strong brand and a track record of average to above average equity partner profitability.

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

A starter pack of 12 tasks to help accounting firm leaders work on their businesses, instead of just in them.

Everyone benefits from a well-thought-out plan, including staff and clients.

If your firm doesn't have a plan, you need to start working on it fast.

Accountants should be engaging more deeply with business owner clients’ succession plans.

Mergers take numerous forms.

These seven questions can determine where you stand in the grim landscape of CPA firm succession planning.

Highlights of the findings from Accounting Today's annual survey of accounting firms' plans for the next 12 months.

The executive director of the Association for Accounting Marketing is retiring at the end of the year for unspecified health reasons.

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.

When it comes to mergers and acquisitions in the accounting world, the word “robust” only begins to describe what’s happening.

Preber succeeded Mike McGuire, who stepped aside in June and took the title of “CEO emeritus.”

Tax practitioners share what they’ve done to prepare for transitioning their practices.

The simple answer is no!

The eighth edition of Accounting Today's annual report highlights 10 outstanding accounting firm leaders.

Mike McGuire will serve as a "brand ambassador" for the firm, starting August 1, and GT will be led by Bradley J. Preber as interim CEO elect.

Only 34 percent of CFOs agree there is a succession plan in place for their role, and 81 percent of CFOs report there is no internal successor for them.

More and more, it’s the demands of technology and the move to advisory services.

Kurt Gresens is taking the reins from longtime leader Rick Dreher and has major plans for growth at the Top 100 Firm.