Inside Look: How Plante Moran is Managed

Inside Look: How Plante Moran is Managed

My Chicago MP roundtable group brings in a renowned leader of a major regional CPA firm once a year.  Our most recent guest was Gordon Krater, MP of Plante Moran, the nation’s 11th largest CPA firm.  Accounting Today reports their … Continued

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The Strategic Planning Test – Part 2

The Strategic Planning Test - Part 2

Earlier this year we invited you to assess your readiness for strategic planning by answering 5 questions posed in our February 18 blog. We’ll provide a link to those original questions below, but first, give some thought to these additional … Continued

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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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