Considering Client Retention

In my experience, I have come across many horror stories regarding client retention. There are so many disaster rumors running rampant, it is a wonder that any practices are transferred at all. I’m here to set the record straight as a 20-year veteran of accounting practice sales brokering. Client retention: The real story The truth […]

After you sell your accounting practice, then what?

So let’s say you sell your accounting practice … then what? It’s one of those questions that is so simple, but sometimes very hard to answer. We speak with people daily that are considering retirement. As you might imagine, we get a lot of different answers. For some, the answer is very clear. They have […]