mergers & succession
showing all 15 results
best seller!cpa firm succession planning: a perfect storm
the roadmap for creating and implementing a succession plan.
$220.00–$260.00learn more- sale!
herding catshow to engage partners in the firm’s future
the secrets every leader needs to know
$139.97learn more 
think big, get resultsstrategic planning and goal setting for results
the complete guide to successful planning
$220.00–$260.00learn 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–$169.94learn more - sale!
next-gen leadershippassport to partnership
sailing through the seven cs to cpa firm leadership – the personal progress plan & workbook
by martin bissett
$149.97learn more - sale!
the #metoo handbooksponsoring 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.
$99.97learn more 
essential & comprehensivethe 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–$410.00learn more
pro-member benefitmaking 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.
freeforpro members!
$99.95learn more
succession strategiescpa firm partner retirement / buyout plans
the essential tool for revising, updating or creating new buyout agreements.
by marc rosenberg
$280.00–$320.00learn more
newly updated and expandedcpa firm mergers: your complete guide [new & updated]
your complete guide to how mergersreallywork
new second edition: updated and expanded. three new chapters. new bonus toolkits.
by marc rosenberg cpa
$280.00–$410.00learn more
the do's & don't'scpa firm partner agreement essentials
marc rosenberg's step-by-step instructions, tips andtraps, 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–$320.00learn more- sale!
tough questions, smart answers202 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.
$149.97–$229.97learn more 
success secrets revealedcall 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–$295.95learn more
new! 2023 outlookthe rosenberg map survey: national study of cpa firm statistics
the leading national study of cpa firm practice management benchmarks.
$500.00–$600.00learn more
run with the big dogs8 steps to great
the practice management handbook for achieving unbeatable branding, rapid growth, and extraordinary profits.
by domenick j. esposito, cpa
$279.95–$299.95learn more
