Facilitation vs. Presentation: A Hallmark of the Skilled Advisor
Think about a time when you’ve gone through a complex decision process to make a major purchase such as a house or car. Did an agent work with you through the process, asking questions, understanding your unique needs, and making recommendations accordingly? Or were you presented loads of options (relevant…
Succession Planning Isn’t a Spreadsheet — It’s a Commitment to Conversations
Private equity is reshaping the accounting profession. While some firms actively explore investment, others are navigating the ripple effects and general changes in the profession: rising consolidation, increased M&A activity, retiring partners, and growing concerns about talent shortages and leadership transitions.