There are a couple of problems plaguing accounting firms today which makes succession planning a challenge. Number one, baby boomers are retiring as one of the largest work-forces in history. And second, there is a staffing shortage. These two issues feed each other. In my experience as an accounting practice sales intermediary, I have found […]
A good accounting firm to run is often the easiest firm to sell. What makes a practice highly marketable is often what makes it smooth to manage. Check out this 3 min clip where Nick Sinclair and I chat about what makes your CPA practice more attractive to buyers. What Makes a Highly Marketable Firm? […]
If you’re looking for practical tools and implementations for converting to the cloud from a traditional firm give this podcast a listen. Barbara and I dive into what her transition was like, what obstacles she overcame, what tools made the most significant difference, and how it affects the salability of your firm. She’s an excellent […]
