Expert Insights

EXPERT INSIGHTS

The Shift Accounting Firms Cannot Afford to Ignore

For Audit, Tax and Advisory firms, improving efficiency of delivery used to be the gold standard. Now, it is just the cost of entry. For the past decade, audit, tax, and advisory f...

EXPERT INSIGHTS

The Accounting Firm Owner’s Guide to a Successful Exit

Accounting firm owners are in one of the most active M&A markets in decades. Private equity-backed roll-ups are accelerating consolidation, firms are scaling aggressively, and ...

EXPERT INSIGHTS

Why Pre Tax Planning Outperforms Roth for Owners

A profitable business owner sits down with their CPA late in the year. Revenue is strong, taxable income is higher than expected, and the question quickly arises: should more retir...

EXPERT INSIGHTS

Why AI Errors Are a Governance Problem, Not a Technology Problem

According to recent MIT research, approximately 95 percent of generative AI pilots fail to deliver measurable business value. In many cases, technology works, but governance does n...

EXPERT INSIGHTS

The New Economics of CPA Firm Valuations

While there is no doubt that CPA firm valuations climbed through 2025, the story behind those numbers is far more nuanced than the headline multiples suggest. Yes, the market appea...

EXPERT INSIGHTS

How CPAs Can Rethink Healthcare Planning

There is a familiar scene in The Godfather where Michael Corleone realizes that what seems like a future problem is actually a present one. Healthcare planning in retirement works ...

EXPERT INSIGHTS

The Hidden Power of Business Entity Design

Running a growing business without revisiting its structure is a bit like driving the Millennium Falcon with warning lights flashing and trusting the hyperdrive anyway. It may work...

EXPERT INSIGHTS

Why Smart Owners Delay Selling Their Business

Retiring from a business you built is rarely just an emotional decision. It is a balance-sheet problem, a tax problem, and often a timing problem all rolled into one. Many owners w...

EXPERT INSIGHTS

Unlocking CPA Revenue Through Smarter Retirement Plan Strategy

Most CPAs already know retirement plans are one of the cleanest ways to reduce taxes and build long-term wealth for business owners. No mystery there. The real issue is this: far t...

EXPERT INSIGHTS

AI Trends and Emerging Risks in Utilities

Artificial intelligence is no longer a cool pilot living in a corner of the innovation lab, waiting for someone to remember it exists. It has moved straight into mission-critical o...

EXPERT INSIGHTS

Indemnification Terms That Make Or Break Deals

Some parts of an accounting firm sale feel straightforward: valuation formulas, client retention curves, even the awkward “so… who tells the staff?” moment. Then...

EXPERT INSIGHTS

Real Estate Powers Smarter Retirement Investing

Retirement investing isn’t just about equities and fixed income anymore. For business owners, solopreneurs, and high-net-worth individuals craving more control (and a little ...