What does a partner who is leading a team or department need to do to be successful? How does it go beyond what a typical partner does? You'll recognize the reasons for team failures and also see a path to success when we explore 9 factors that must be in place for an organizational leader to succeed....more

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

A wealth of tools and tactics to take control of your hectic workday....more

Learn the tools to self-evaluate your personal brand. Discover how to course correct and align with your marketing/business development goals....more

Understanding generational differences may be the key to staff retention....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

Growing an advisory practice may be easier than you think. Join us for this session with Loren Fogelman to tap into the benefits of offering paid advisory services....more

If your CPA firm needs a better process, criteria or plan to bring in new partners we'll share 10 best practices you can't ignore....more

Sell Without Selling...more

The Five Variables in Valuing a CPA Firm in 2019...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

Setting Goals and Objectives--How to Self--Assess Your Performance in This Critical Area...more

Retreat topic: the traditions of the profession are liable to be overwhelmed by the rapidly changing economic and technical environment....more

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

The Future Tax Practice...more

Many valuation experts are beginning to specialize....more

In this informative and insightful webinar, Joe Tarasco will present an update, on M&A, PE deals and hybrid transactions. Joe will also discuss the pros and cons of private equity model, M&A, and hybrid structures. Joe will present essential details to help Partners determine the best decision to achieve a successful transaction under types of structures. Joe will review the transaction criteria under both models and which size and type of firms fit best in all 3 models. Attendees will also learn about the ramifications and issues for partners and firm leadership to know throughout the decision process....more

Seven Step Roadmap to Closing a Merger, Acquisition, or Sale...more

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

CPA Firm Success Metrics: Understanding Practice Economics...more