Few people are prepared to face retirement without a partner to lean on when making crucial financial, investment and long-term care decisions. Yet, many people heading into retirement or already ...

Imagine that today is the last day before one of your firm’s partners heads off into retirement. In this moment, it seems incomprehensible that this CPA, who has been essential to the firm for many ...

The success of most accounting firm succession plans rests on the firm’s ability to develop young talent into owners capable of buying out retiring partners and carrying the firm into the future.

“Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.” The ABA page has a link to a document ...