The Merger Master Ira Rosenbloom offers practical tips and insights to help CPA firms get properly prepared for a successful merger or acquisition (M&A) ....more

What compensation systems are firms currently using? What are the best tools for rewarding partners? How can compensation be done in a way that drives overall firm performance? We'll explore various partner compensation systems with a special focus on what creates the best results....more

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

webinar...more

The #1 reason firms fail at outsourcing isn't a time zone issue, a language barrier, or even an insufficient level of talent. The #1 reason firms (of all sizes) do not succeed at outsourcing is that they are simply not prepared operationally to share the work they so desperately need to be done. You can be successful in outsourcing, but first, let's set the table for it....more

Here are the pros and cons/challenges of part-time partnership distilled from this article....more

Earn Cash by Joining Our Affiliate Program...more

...two-thirds of accounting firms don’t have strategic plans....more

Source: Rain Today Author Jill Konrath asserts that most sellers blow opportunities because of weak value propositions. The problem is that many people think of value propositions as statements abo...more

With the increased velocity of technological advancements, artificial intelligence, and machine learning, all of us at Sage are well-aware of the challenges you face. Oddly enough, these technological advances require us to better hone our relationship skills....more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

Mergers and Acquisitions-Get Equipped With The Tools for Success...more

Partner Selection Criteria...more

Does your firm follow a standard of best practices for business development? Discover all 11 best practices in business development and identify where your firm can apply these standards for growth....more

This webinar will explore the factors that can lead to a successful merger or acquisition of an accounting firm. It will help firms determine if they are negotiating with the right firm and if they are considering the right deal structure to meet their strategic objectives....more

Is your accounting firm trying to be all things to all people? If so, you may be taking on too many clients, and causing exhaustion among firm members. There is a better way. Discover how one firm converted many of its clients to a subscription model to alleviate these lasting problems. Learn to transform your firm quickly and with little risk....more

Coaching Partners Through Conflict Resolution and Avoidance...more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

Increase your firm's 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. Is your firm ready for the challenge?...more

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