Succession planning

Net fees at accounting firms grew at an average rate of 7.8 percent, according to the latest edition of the annual Rosenberg Survey, but the ages of partners seemed to trend downward slightly.

When it’s time to make decisions about new partner admissions, senior leadership at many small and midsized CPA firms often hears about how a particular employee might leave the firm unless they’re made partners.

The ICPAS’s Todd Shapiro spots opportunities in change.

The problems start with retiring partners, and go on from there.

The driver behind M&A is no longer always growth, according to Charles Hylan of the Growth Partnership.

The Indiana CPA Society's longtime president and CEO, Gary Bolinger, plans to retire at the end of the year after 33 years of service.

Jennifer Lee Wilson breaks down the do's and don'ts of transitioning to tomorrow's leaders

Marcum LLP has named its longtime managing partner, Jeffrey M. Weiner, as chairman and CEO, and David Bukzin as vice chairman.

BDO’s global network of accounting firms has named Keith Farlinger as CEO of BDO International, succeeding Martin van Roekel, on Nov. 1, 2017.

Financial planners need to start planning for their own ultimate futures, according to U.S. Wealth Management's John Napolitano.

How does one properly handle the various ways a death affects each co-worker, client and the firm itself?

Postlethwaite & Netterville, a firm based in Baton Rouge, La., has selected one of its directors, Dan Gardiner, as its next CEO and managing director in May 2018, succeeding the current CEO, Bill Balhoff.

While best known for the unsubstantiated tale about a falling apple that led to his theory of gravity, Sir Isaac Newton’s three laws of motion have withstood the test of time. These principles have remarkable applicability to modern-day accounting firm mergers.

Your firm was knocking the cover off the ball pre-financial crisis (circa 2007 and 2008) with a strategy of getting bigger with quality growth, stronger with quality talent, and more profitable, but it is increasingly obvious that it has become difficult competing in today’s mid-market space.

Summer plans; evaluating clients; succession planning; e-wills; other highlights from our favorite tax bloggers.

A group of CPAs talked about the changes they are seeing in today's firms.

Getting partners to transition toward retirement as they approach the firm’s retirement age is a problem facing many CPA firms, and its implications are far-reaching.

Accounting firms need to start building detailed succession plans to fill potential staffing gaps at all levels.

For CPA firms, the goal of “running with the big dogs” usually means a firm aspires to stay independent and wants to perpetuate itself for the next generation.

Stakeholders in mature architecture and engineering firms nearing retirement are bombarded with ideas from many advisors for the “best” exit option.