Yes. We work with firm owners years in advance to develop CPA succession plans, including internal sales, partner buy-ins, or third-party sales. Our goal is to ensure a smooth exit that honors your legacy and supports your clients and team.
Yes. We work with firm owners years in advance to develop CPA succession plans, including internal sales, partner buy-ins, or third-party sales. Our goal is to ensure a smooth exit that honors your legacy and supports your clients and team.