This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.
Commercial-Free Podcasts:
- UBS Advisor Drew Freides Is Named as a “Top 1,000 Financial Advisor” by Barron’s
- George Takei and the Producers of the Play, “Allegiance: A New American Musical”
- Richard Muscio, CPA, Presents at The Secret Knock
- Honoring Theodor Geisel, Dr. Seuss at the La Valencia Hotel in La Jolla
- San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header
- Rich Muscio Featured Speaker at ExecuNet Monthly Meeting
- CPA Horizons 2025 – A Very Small Box
- Moving Beyond Networking to Connecting, Collaboration and Transcendence
- Networking, Connecting and Transcending Tips
- Helping CPAs Supercharge Their Businesses with Alex Sonkin, CEO of Virtual Family Office Hub
- Bree Walker, Former TV News Anchor & Reporter, Actor & Activist
- Art Barter, Founder, and CEO of The Servant Leadership Institute
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