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Succession planning is a top priority for firm owners, whether you're five years from retirement or twenty-five years. If you decide to hire someone to take over your practice rather than going through with a merger, here are the steps to ensure they're ready to fill your shoes. Continue Reading
The second article in a two-part series outlining general considerations for a buy-sell transaction for a CPA firm. This first part examines the transaction from the seller-perspective. Part two focuses on the buyer's perspective. Continue Reading
Is it time to sell? Consider succession planning as an alternate approach to your exit strategy. Continue Reading
The past two years have forced accounting firms to adapt quickly to changes in technology and the world around us. But the pandemic also caused many firm owners to reassess their priorities. If you're thinking about retiring or exiting, you need to think about the factors that will determine what you can sell your firm for and whether you can even sell it. Continue Reading
Succession planning can be difficult with high rates of retirement and staffing shortages. Here's how to build a desirable firm by focusing on four pillars. Continue Reading
If your client owns a business, they will need a plan for a smooth succession to avoid stress and complications down the road. In this article, Bryce Sanders explains the options for these clients and the benefits of each so you can successfully guide your client through the succession process. Continue Reading
The first article in a two-part series outlining general considerations for a buy-sell transaction for a CPA firm. This first part examines the transaction from the seller-perspective. Part two focuses on the buyer's perspective. Continue Reading
Managing firm talent has become even more critical and valuable to ensuring the perpetuity and security of CPA firms. Continue Reading
As more and more firm owners look to transition, it's crucial that they understand what, exactly, is valuable about their practice. The Visionary Group's Bob Lewis and Doug Lewis dive into what makes a practice saleable — and what doesn't. Continue Reading
Starting early and choosing the right people are the keys to a smooth transition. Read about REDW's succession story and learn how your firm can make a successful transition. Continue Reading