Document Management

Bill Carlino, Managing Director, Transition Advisors and Patrick O’Leary, Associate Publisher, The Progressive Accountant discuss the critical importance of implementing a succession plan at accounting firms. To avoid future mergers under unfavorable terms or the abrupt closure of firms, Mr. Carlino stresses the need for all accounting firms- especially firms with under 15 employees and sole practitioners, to evaluate internal and external succession options and identify a plan to ensure the sustainability of their business.

https://www.youtube.com/watch?v=DQZSkLK1y1A 

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