mergers & succession
showing all 15 results
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best seller!
cpa firm succession planning: a perfect storm
the roadmap for creating and implementing a succession plan.
$220.00 – $260.00 learn more -
sale!
herding cats
how to engage partners in the firm’s future
the secrets every leader needs to know
$139.97 learn more -
think big, get results
strategic planning and goal setting for results
the complete guide to successful planning
$220.00 – $260.00 learn more -
sale!
best-seller!
101 questions and answers: managing an accounting practice, volume 2
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 learn more -
sale!
next-gen leadership
passport to partnership
sailing through the seven cs to cpa firm leadership – the personal progress plan & workbook
by martin bissett
$149.97 learn more -
sale!
the #metoo handbook
sponsoring women: what men need to know (instant download)
the must-have management manual for the #metoo movement.
designed to arm men with the tools and perspective they will need to usher professional women into the top ranks of their firms.
by ida o. abbott, j.d.
$99.97 learn more -
essential & comprehensive
the role of the managing partner
the definitive guide to cpa firm leadership
by marc rosenberg, cpa, with kristen rampe, cpa
the comprehensive handbook and how-manual to building a thriving, growing, and profitable accounting business. with checklists, sample forms, step-by-step procedures, real-world case studies, and insights from dozens of the nation's leading cpa firm ceos.
$280.00 – $410.00 learn more -
pro-member benefit
making mergers work: special report [ebook]
essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.
after the deal is done, and the celebrations end, the hard work begins.
free for pro members!
$99.95 learn more -
succession strategies
cpa firm partner retirement / buyout plans
the essential tool for revising, updating or creating new buyout agreements.
by marc rosenberg
$280.00 – $320.00 learn more -
newly updated and expanded
cpa firm mergers: your complete guide [new & updated]
your complete guide to how mergers really work
new second edition: updated and expanded. three new chapters. new bonus toolkits.
by marc rosenberg cpa
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the do's & don't's
cpa firm partner agreement essentials
marc rosenberg's step-by-step instructions, tips and traps, do's and don't's, best practices and worst nightmares. with tables, charts, illustrations, case studies, and checklists. all in plain-english.
$280.00 – $320.00 learn more -
tough questions, smart answers
202 questions and answers: managing an accounting practice, the complete 2-volume set
complete two-volume set
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$199.95 – $299.95 learn more -
success secrets revealed
call me before you do anything: the art of accounting
by edward mendlowitz, cpa
over 150 lessons learned the hard way – so you don't have to.
$249.95 – $295.95 learn more -
new! 2023 outlook
the rosenberg map survey: national study of cpa firm statistics
the leading national study of cpa firm practice management benchmarks.
$500.00 – $600.00 learn more -
run with the big dogs
8 steps to great
by domenick j. esposito, cpa
the practice management handbook for achieving unbeatable branding, rapid growth, and extraordinary profits.