Succession planning

David Kessler will succeed Frank Longobardi at the Top 20 Firm in February 2020, with a plan to focus on advisory services, innovation, and more.

The American Institute of CPAs announced that Reeb will serve a one-year, volunteer post with Tracey Golden, an audit partner with Deloitte, serving as vice chair.

Many CPA partners and owners would like to see their firms remain independent and become a potential home for others.

Once your firm is valuable, should you sell or stay independent?

As generations succeed each other at accounting firms, they need to do a better job of handing off work, clients, knowledge and more, and ConvergenceCoaching partner Tamera Loerzel has valuable advice on making sure nothing gets lost.

Senior-level financial executives are looking for new skills and abilities from the next generation of accounting and financial reporting professionals.

When partners retire, maintaining client relationships and providing clear expectations are important building blocks for a firm’s sustained success.

Many small and midsized firms don't reach their full potential. Here's why.

Far too many firms still don’t have a functioning plan.

It’s never too early to start building the habits of leadership in the next generation.

Deloitte’s U.S. firm has elected Joseph Ucuzoglu to succeed Cathy Engelbert, and Janet Foutty as its new chair, succeeding Mike Fucci.

The best exit plan is to make your firm more attractive to prospective buyers.

The top firms long ago figured out that it’s smart business to pass the baton from senior partners to the next generation.

The association continues its search for a new president in anticipation of Stan Mork’s retirement.

In the current environment, the ability of any accounting firm to continue and lead in the market lies in the ability to be creative and innovative.

Moving into new service areas will require an updated set of skills.

The Information Technology Alliance chief plans to retire at the end of next August.

As buyers get pickier about merger candidates, Transition Advisors' Joel Sinkin offers a set of tips for ways to stand out -- and improve your firm at the same time.

Last week we had our annual Partners’ Network Power Breakfast. Here are some highlights.

Wolters Kluwer Tax & Accounting North America introduced its 2018 set of Emerging Leaders on Wednesday at the CCH Connections user conference in Miami Beach.