Rick Dennen

A healthy succession plan achieves three main objectives: continuity through client retention, client growth and fair financial treatment of all parties.

The true benefits of a strong partnership with a lender go beyond helping a CPA firm's clients or providing referrals.

As you counsel your clients about the importance of business transition planning, are you also creating a strategy for your own optimized exit?

Here are some questions to consider while working on tax returns for your business clients with growth strategies.