Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.
This article discussed how, in the right situation, an ESOP can lead to greater engagement and morale among a firm's staff members.
In this podcast, Brannon Poe shares insights he has learned over the course of his career, as well as best practices for selling your firm.
Three CPAs got together and decided they wanted to start something that would live on after they retired. This article describes their plan.
Client attrition is a significant threat to the success of an accounting firm merger or sale. This article discusses the pivotal parts buyers and sellers have to...
This article provides guidance on avoiding hazards that can derail the sale of a CPA firm and jeopardize the financial future of the firm and its owners.
This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.
This article offers three lessons that will help CPA firms manage professional liability risks stemming from integration issues.