Category: Transition & Retention

Inside the CPA Firm M&A Market: Private Equity, Valuation, and What’s Next
Private equity has pushed CPA firm valuations higher than anyone expected, and Brannon Poe says the accounting profession still has significant runway left. In this solo episode, Brannon steps away...

Selling a Cloud or Virtual CPA Practice: How the Transition Actually Works
Selling a cloud accounting practice isn’t a different kind of sale. It just looks like one. That’s the real answer to a question we hear constantly from virtual firm owners:...

AI in Accounting: Our Top Episodes on the Topic Everyone’s Talking About
It feels like you can’t go a day right now without hearing something about AI. Every conference has a session on it, every software vendor is building it in, and...

The Economics of Selling Your CPA Firm
Which Path is Most Likely to Maximize Your Net Proceeds? While attending the AICPA ENGAGE conference in Las Vegas, I met with a CPA I’d known for several years. He...

How Are You Leveraging Unsolicited Buyer Interest?
One of the most interesting changes in the accounting profession over the past several years has been the amount of unsolicited buyer interest CPA firm owners are receiving. Not long...

Renewals, Referrals, Recent Conversations: Building Pipeline Without Extra Hours
Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn’t about more technology, it’s about...

The Gap Between Financial Success and Fulfillment
Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high net worth families on complex tax strategies, and then realized that none of...

The Ideal Practice Model: Seven Areas That Transform a CPA Firm
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with...
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