when returns should be submitted for review
three times it’s appropriate.
by ed mendlowitz
how to review tax returns: the field-tested update
mergers & acquisitions
five business models for wealth management
choosing the wrong one could be detrimental to your firm.
by russ alan prince
your $5 million high-net-worth practice
five ways to put success into succession planning
a robust mentoring program can be critical.
by bill penczak
merging? protect your staff
if your people matter, show it.
by marc rosenberg
cpa firm mergers: your complete guide
merger minded? go out on top!
it’s time to be realistic.
by marc rosenberg
cpa firm mergers: your complete guide
private equity heats up m&a
firms competing in the buyers’ market need to put on some polish.
by 卡塔尔世界杯常规比赛时间 research
the national study of cpa firm statistics
cherry-pick your merger partner
it’s ok to walk away.
by marc rosenberg
cpa firm mergers: your complete guide
outlook 2023: the unstoppable forces behind m&a
is it the pot size or the players?
by gary adamson
34 steps to implement a merger
your staff will be much more comfortable.
by marc rosenberg
cpa firm mergers: your complete guide
m&a: the six types of due diligence
bonus: ten surprises at the end of negotiations that can threaten a deal.
by marc rosenberg
cpa firm mergers: your complete guide
the abc’s of pcas for cpas
it’s a favor. treat it like one.
by marc rosenberg
cpa firm mergers: your complete guide
fourteen rules for lateral partner hires
be clear about their client base.
by marc rosenberg
cpa firm mergers: your complete guide
where mergers go wrong
don’t be rushed by deal fatigue.
by marc rosenberg
cpa firm mergers: your complete guide