June 2022

How to Win More Clients by Speaking Their Language

Jody Grunden, partner, Anders CPAs + Advisors

As accountants, we use a lot of technical terms; however, it’s important to relate to your audience and current and potential clients in a way that builds goodwill and trust—and not get hung up on technical language. Doing so in these three…

Internal Buyout vs. External Sale: Why Valuations Differ

Marc Rosenberg, CPA, and Kristen Rampe, CPA

Over the years, we have found that many firms confuse terms for internal partner buyout plans with those commonly seen in external firm sales. Both transactions are vehicles for transferring CPA firm ownership, but there the similarity ends. The…