Books & Articles

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Mergers & Acquisitions
Death Taxes and Succession Planning
Don't Wait Until It's Too Late
Making Merged Firms Work
Succession Planning Best Practices
What to Do When There Is No Heir Apparent
What to Know before You Acquire a Practice

Strategy
Align Compensation to Strategic Goals
Execution The Forgotten Discipline

Management
Partner Retreats
Toughest Job in the World

Client Relations
Asking the Right Questions
Fewer and Deeper

Leadership
Managing Partners Annual Report
The Eternal Riddle of Being an Effective Leader

Marketing
Creating a Marketing Machine
Secrets to Marketing and Selling

Death, Taxes and Succession Planning . . . to read more click here

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BOOKS:

• Compensation as a Strategic Asset: The New Paradigm (AICPA, May, 2007).
• Client at the Core: Marketing and Managing Today’s Professional Services Firm (Wiley, 2004)
• The Power of Optimism: Insights to Personal & Professional Growth (Dragon Press, 2003)
• CPAs That Sell (Richard D. Irwin, 1996)
• Breaking the Paradigm: New Approaches to Pricing Accounting Services (AICPA, 1995)
• CPA Firm Merger Strategies That Work (Richard D. Irwin, 1994)