The business environment is changing rapidly, and CPA firm leaders and their clients face the twin challenges of managing current operations while positioning themselves for future growth. We can ...

“You have a single character bringing you into the story,” commented Noah Baumbach, American filmmaker, in a conversation with Alan Alda on the “Clear+Vivid” podcast. The “story” could represent a ...

For years, financial advisors have relied on client appreciation dinners and seminars to build their business. The steak dinner with a side of a sales pitch is a broken model; a transaction cloaked in ...

Businesses have considered merger and acquisition (M&A) deals as a viable growth strategy for more than a century. In the past, these deals have typically been transactional in nature, pursued for ...

Being a leader is about finding your way through many different demands and hopes people have for you. It's like trying to keep your balance on a narrow beam—leaning too much one way or another can ...