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Lessons in M&A: Client and Staff Retention

Transition Advisors president Joel Sinkin talks about what firms should do after a merger to retain their clients and staff members, in an interview with Accounting Today editor-in-chief Daniel Hood.

Lessons in M&A: A Merger Roadmap


March 21, 2014
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Lessons in M&A: The Four Cs of Successful Mergers


March 14, 2014
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Executive Summary of Accounting Today's 2014 Top 100 Firms and Regional Leaders Report


March 10, 2014
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The Building Blocks of a Successful Financial Planning Practice


February 06, 2014
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CPAs at the Intersection of Tax and Financial Planning


January 10, 2014
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Tax Considerations for Financial Planners


January 07, 2014
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The Qualities of a Great CPA Financial Planner


December 05, 2013
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