2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently featured as a 2018 Top 100 People to Watch in Accounting Today. Read More
It’s here and it is bad. There are plenty of statistics on CPA firm succession. Most paint a more than acceptable version of the truth.
Most professionals are not engaged.
You might disagree with this because your mind will go to the few great employees who are productive and willing to die for the firm, but these are the abnormal.
When: Jun 5, 2018 from 1:00 PM to 2:15 PM (ET) Do clients view your firm as a business advisor and problem solver or as their auditor or tax provider?
One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent.
Most CPA firms across the country generally set a growth goal.
One of the first steps in a successful business development outreach campaign is determining the type of client to target.
Runoff occurs in every firm. Even firms with superior client service have clients who sell, merge, relocate, die, or leave for a variety of reasons.
It may come as a surprise that many firms do not mandate retirement ages for their firm partners.
When merging or selling, it is normal to go into a larger firm.