Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.
Client attrition is a significant threat to the success of an accounting firm merger or sale. This article discusses the pivotal parts buyers and sellers have to...
This article provides guidance on avoiding hazards that can derail the sale of a CPA firm and jeopardize the financial future of the firm and its owners.
This article examines the most common internal obstacles that firms face when acquiring other CPA firms and offers possible solutions.
This article offers three lessons that will help CPA firms manage professional liability risks stemming from integration issues.