Wendy Valentino

Partner

Wendy Valentino is a partner at Prager Metis CPAs. She has over 30 years of experience in the accounting industry. Prior to joining Prager Metis, she was a partner at Cohen Greve & Co. CPA PC, which combined with Prager Metis in 2017. She serves on Prager Metis’ due diligence committee for future combinations.

Succession planning

How do you solve the shortage of succession plans? Make one

Take a look around your own firm to see if an uncomfortable number of senior staff are on the cusp of retirement. Who will replace them?

By Wendy Valentino

July 8