Succession Planning and Avoiding Mandatory Retirement Agreements in CPA Firms

The less you do, the more someone will want your firm.

The Disruptors
From the CPA Trendlines network
With Liz Farr

After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He’s leveraged those insights into a coaching program for accountants and several books.

Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.