Category: Transition & Retention
What makes an Accounting Firm Prosper? Key Insights From Helping Hundreds of Firm Owners
Part of the Power of Focus Mini-Series What really separates great accounting firms from the rest? That question is what led Brannon Poe and Ian Brennan to put together this...
What Sellers Want in a Buyer (And What Gets Buyers Rejected)
The strongest buyers operate with integrity, speed, and professionalism.Most buyers think buying a CPA firm is about price. It’s not just about that. Successful buyers understand this is a process....
The Readiness Test: How to Know If You’re Ready to Sell Your Firm
Selling your accounting firm is a major life transition and that often comes with an emotional tax that proper strategy can mitigate. Lisa Handziak, who covers much of the Northeast...
PE is Moving Into Accounting – Here’s What I Heard at Harvard
I recently spent a Saturday in Boston at the Venture Capital and Private Equity Conference hosted by Harvard Business School. While we have extensive experience working with private equity in...
AI Won’t Replace CPAs. It’ll Free Them to Do Work That Actually Matters
The firms winning with AI aren't the ones implementing every tool they can find. They're the ones being strategic about what actually moves the needle.
The Retention Advantage: How CPA Firms Win the Talent Game
If your best accountants are walking out the door, it’s probably not about the money. In this episode, Tim Schurrer (CEO of David Novak Leadership and author of “The Secret...
A.I, Staffing Challenges, and the Future of the Accounting Industry: Top Podcast Roundup of 2025
You made it through another year. Another busy season, another round of client deadlines, another stretch of wondering if there’s a better way to do this work you care about...
When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
You’ve spent years developing your next generation of partners, but what happens when they don’t want to lead, can’t secure financing, or simply aren’t the right fit to take over?...
ACCOUNTANT’S FLIGHT PLAN PODCAST
Tune in to Accountant’s Flight Plan to hear from the best and brightest in the accounting industry on insights that will elevate your practice.
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