Two Plans, One Future: Coordinating Retirement and Succession for Your CPA Practice
Aligning Retirement Plans with Key Succession Goals Many CPA firm owners are in their 50s and 60s, nearing the typical retirement horizon. Yet studies indicate that only about 41% of accounting firms have a formal succession plan in place. icpas.org That means a majority haven’t fully mapped out who will take over the reins when […]
