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Answering the 4 Most Common Client Transition Questions
September 15, 2014 - American Institute of CPAs
The time is now to address this key component of succession planning.
CPAs can play a valuable role in helping clients assemble advisory boards.
Up-and-comers must suspend cynicism to drive change.
Owners need to think about strategic position, not just current value, when entertaining buyers.
As part of its commitment to serving member needs, the AICPA Forensic and Valuation Services (FVS) Section regularly surveys FVS professionals to get a sense of the state of practice today and of the trends these professionals will be facing in the short term.
Effective communication is a key to becoming a trusted adviser, but it can be sabotaged by something as surprising as clients’ own self-esteem.
Increased demand for services predicted by majority of CPAs working in forensics and valuation.