Succession planning

The Top 75 Firm named Adam Goode as its next CEO, marking a shift from the firm's co-CEO model.

Pumping up energy credits; rental prop problems; the OBBBA and financial aid; and other highlights from our favorite tax bloggers.

The Tennessee-based Top 100 Firm announced that David McMillan will succeed Marty Brown.

Now is a critical time to determine a powerful shared vision so your firm can be viable for many years to come.

If you want to make sure that private equity isn't your only option, you need to start planning your practice's future now.

Substantial presence; not in the floor but in ourselves; confusion and complexity; and other highlights from our favorite tax bloggers.

Here are 10 key consequences of this wave of investment and what you can do about them.

Today's accounting firms are emerging from a period of severely restricted options.

When an accounting firm acquires or merges with another firm to expand its market reach, its owners must consider how that will affect their business.

As new firm transition models proliferate, consider the 'integrated business services platform.'

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.