How to Successfully Merge in a Small Firm

How to Successfully Merge in a Small Firm

Mergers are all the rage.  Retirement-minded Baby Boomer partners are looking for an exit strategy. Fueling the fire are buyers (any firm larger than a seller), hungry to achieve double digit revenue growth. Many of today’s buyers are inexperienced with … Continued

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Benefits of Hosted Solutions

Benefits of Hosted Solutions

The following is excerpted from an article written by Roman Kepczyk, CPA, appearing on the CPA Practice Advisor website on May 22, 2014.  The “Cloud” and hosted solutions continue to garner interest from accounting firms, but there is a lot … Continued

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Best Practices from Great Firms

Best Practices from Great Firms

The following are highlights from a recent meeting of my Chicago large firm Roundtable group, an assemblage of 75% of the top local Windy City firms that has been meeting for 20 years. The group’s MPs shared some current best practices … Continued

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Remote Access Technology

Remote Access Technology

It’s easy to wax eloquently about the changes technology has brought about in the past 30 years. A top contender for the one that’s had the greatest impact is remote access. It has given people the ability to work any … Continued

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Young Partners Talk About Their Rise

Young Partners Talk About Their Rise

At our recent Chicago Roundtable group, my guests were three young partners from local CPA firms:  Chris Bozarth from Weiss & Company, Michelle Prosecky of Pasquesi Shepard and Tom Keenan of Mowery & Schoenfeld.  All three firms are in the … Continued

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Merging Up: The 3 Mental Stages

Merging Up: The 3 Mental Stages

Merging up or selling your firm is one of the key career milestones a CPA will experience.  You’ve toiled long and hard to build up your firm.  It’s your life’s work. Adding to the anxiety is the element of facing … Continued

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