Succession Mistakes Accounting Principals Make Before They Sell
There's a difference between deciding to sell and being ready to sell, and most of what determines your outcome happens in the gap between the two. By the time a practice goes to market, the price is largely already set. Not by the broker, not by the negotiation, but by[...]
Five Succession Options Before You Retire
Most conversations about leaving a practice collapse into a single question: sell or don't sell. There are actually five pathways, and they suit very different people. The right one depends less on what your practice is worth than on how much you want to be involved, how quickly you need[...]
