Succession Planning Resource Center

With merger mania heating up in the accounting world, it's likely most firms are either being eyed or are ogling another firm to achieve growth or, in some cases, to achieve a combination of growth for some partners and succession for others. The question at the top of most people's minds boils down to the bottom line.

More firms have action plans in place, but much work remains.

Do you expect to sell, merge, or wind down your practice? Are you beginning to plan for retirement? Be sure to put these myths to rest.

Hear from several partners on their thoughts on the accounting profession's recent spate of consolidation and if an M&A is in their futures.

For most practitioners, it is never too early to think about succession planning. The ultimate goal of the plan is to transition client relationships to an internal successor or outside firm, and monetize the value of the book of business.

See how a CPA's expertise and trusted advisor status can be a huge help to a buyer or seller during an M&A.

Discover the myriad of strategies buyers and sellers of a business can use to obtain favorable – even tax-free – tax treatment.

The financial details often determine if an M&A gets done, but an organization’s culture often determines if the new company survives.

To succeed at growth through a merger or acquisition, companies must manage tax compliance throughout the process. Get tips on handling the intricacies of due diligence, integration, accounting and financial reporting, and post-acquisition compliance.

You're at the point where you don't want to stop working, but you know you can no longer run your firm for years to come. You don't have kin to fill your shoes, and you haven't found anyone in your firm who has what it takes to run the show in your absence. Should you sell your firm?