Succession planning

Gary Shamis of BDO and consultant Jay Nisberg discuss how the personal element dovetails with the firm's business in strategic planning, along with their book "Stratagem."

Last September, Accounting Today published the thoughts shared by “Top 100 Most Influential People in Accounting” in an in-depth article, “T100 Extra: The Most Important Issues Facing the Profession.” From the more than 18,000 words expressed by the influencers, I identified the 31 most critical words that truly reflect their wisdom about the real “challenges” facing the accounting profession today.

Gary Shamis of BDO and consultant Jay Nisberg talk in this video about the different ways that firms pursue a strategic planning process, along with their book "Stratagem."

Klatzkin & Co.’s Stephen Klein shares the biggest mistakes business owners make

John Napolitano of U.S. Wealth Management discusses how building a financial planning practice can help with exit strategies and succession planning for accounting firms in this video.

Klatzkin & Co.’s Stephen Klein shares the biggest mistakes business owners make

Are you too small to endure?

Firms suck at succession planning -- and it's their partners' fault.

For nearly 15 years, I’ve consulted with family-owned businesses and helped them navigate the many complexities they face.

CohnReznick CEO Frank Longobardi discusses some of the major issues facing his firm, including recruiting and retaining employees, developing talent, and succession planning for partners who are retiring.