Succession planning

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

Top 50 Firm Elliott Davis is taking a private equity investment from Flexpoint Ford and announced its next CEO.

BDO USA's CEO Wayne Berson will retire effective June 30, 2026, and national managing principal of tax Matthew Becker has been tapped to succeed him.

Firm owners looking at succession must look at future state needs, not just current ones.

The numbers will continue to skew toward a younger generation of internal audit leaders with each passing year.

What does a firm need to know to determine its interest in PE or another external capital partner? Here are 10 critical questions for CPAs and some vignettes.

In an era dominated by private equity and merger mania, firms that want to stand alone have to make that a conscious — and continual — choice.

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner may have had withers away.

Big Four firm KPMG elected Tim Walsh as its next U.S. chair and CEO, and Atif Zaim as its next U.S. deputy chair, effective July 1.

GreenGrowth CPAs acquired retiring firm CGC Accountants & Advisors in a move to expand its new service niche.

A change in command is a natural time for firms and their leaders to take stock of where they are, and to consider new directions, new ideas and new approaches.

Finding talent tops the profession's concerns, according to a new report from the Massachusetts Society of CPAs.

Caseware announced that it has appointed David Marquis, a five-year Intuit veteran, as its new CEO.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

A millennial offers insights into the partnership hurdles faced by young CPAs.

The Allinial Global president and CEO will be succeeding longtime chief Barry Melancon, who is retiring at the end of this year.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

How do you fix an industry in consolidation? Enter private equity.

Kevan Parekh will take on the CFO role from Luca Maestri at the end of the year, as part of a planned succession.