Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
Firm Management July 10, 2026
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
November 4, 2025 Sponsored
Private equity buyout offers are flooding the industry, tempting CPA firms with blockbuster valuations and visions of rapid growth. - Sponsored Content.
Firm Management May 29, 2025
Berson, who has served as CEO of Chicago-based top 10 accounting firm BDO USA since 2012, is retiring effective June 30, 2026.
Tax Planning March 18, 2025
You will die one day. What if it happens before you retire? CPAs should have a formal succession plan that addresses how the sale or termination of the practice (retirement, incapacity, or death) will be handled.