We are in a people business and you are the pointy end of that spear. So let's talk about what must be done and begin the conversation by asking two important questions: Who are you (in the marketplace)? Who do you want to be (in the marketplace)?...more

Join the session with Loren Fogelman to map out the next steps to increase your fees and maximize your profits....more

Firm leadership and partners have been setting goals and objectives for years, but has the process truly resulted in performance and accomplishment of the desired outcomes. I want to share some of the best practices The Whetstone Group has observed and promoted over the years, and that successful firms have embraced....more

Find out what it takes to help clients create new value in a business. Gain the skills to advise your clients toward success....more

Working too much? Not making as much as you're worth? You're not alone! This is a trap that partners often fall into without realizing it. We'll discuss how to reverse these challenges -- both from a numerical point of view using new industry data and also from a high-level firm management perspective....more

Accountants: Build your confidence by focusing on 6 Key Aspects of Business Advice (representing 80% of everything an advisor will need to know to begin adding value to clients)....more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

Increase financial performance by changing from inwardly facing measurements to measurements that look outside the firm. Changing these metrics is not easy as it requires firms to think differently than they have in the past....more

This webinar is for firms seeking mergers and sales to maximize value as well as those seeking to acquire for growth. Join us to discover a variety of deal structures that can work for your firm and more....more

Attend this webinar to explore the things you need to consider as you execute a plan to admit new partners. Learn why so many firms are struggling with attracting new candidates to become partners, and how to admit new partners effectively....more

Take a look at the M&A frenzy in the profession and get equipped with the tools you need--whether you are a potential buyer or seller. You will learn the trends in valuations and the terms, and why the terms drive the multiples that we all hear about....more

Learn best practices in leadership and explore how to best understand - and improve - the culture at your accounting firm....more

Merger Readiness-Best Practices in Firm and Partner Preparedness...more

Trends in The Marketplace for CPA Firm Mergers & Acquisitions...more

Explore the job of managing partner and why it is so important to the success of your firm. We will talk about how the role of managing partner is different depending on the size of your firm, and what you should expect as a firm grows. Most firms don't have a job description for their managing partner -- we'll give you some ideas....more

Your Six Month Guide to a Profitable Client Accounting Services Practice. Receive six months of personalized coaching to effectively design and implement client accounting services in your firm....more

Working IN your business is comfortable, but working ON your business is an ADVANCED move. Join this session to gain clarity about how to grow your bank account and build your dream firm....more

The world has changed, and so have the expectations and requirements of the partners of our future firm. In this session, we will explore what has changed and how we can support the new model....more

Partner Compensation...more

Audit Failure--Case Studies and Remedies...more