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:
- Innovative Ways to Fund Nonprofits
- Bankable Lending Options with Ethan Senturia and Sean Puckett
- The Sanford Harmony Program: New Strategies in Building Better Relationships Starting in Pre-K through 6th Grade
- The Winds of Purpose with Jake Ducey and “San Diego’s Anchorman” Jack White
- Business Legacy Mentoring and Collaboration
- The Energy of Success with Erik Swanson
- Forward Thinking in Leadership with Donald Green
- 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
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