Transition

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Nov 20 2019

On Starting Over

2019-11-20T10:38:14-06:00November 20th, 2019|Personal Development|

I woke up a little heartbroken today. I awoke to the gravity of life-altering decisions that I’ve recently made. It’s hard to say whether those choices are right or wrong and I suppose I will never know. What is clear to me now is that I’m starting over, again. I understand that while there are [...]

Aug 16 2019

Strategies for “Giving In” To Change

2019-11-13T12:04:42-06:00August 16th, 2019|Leadership, Personal Development|

Change is hard.  But it’s all over us!  In our nation’s demographics, succession, mergers, technology and turnover, we’re experiencing change at a faster pace than ever before. As firm leaders, we must keep up to sustain our firms and ensure that they are attractive to NextGen clients and team members.  All too often, we see firms putting off needed changes for a variety of [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Retention Strategies, Succession|

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]

Jul 12 2017

View from the Top

2017-07-12T15:42:22-05:00July 12th, 2017|Leadership, Personal Development|

In the past few months, I have coached two clients, “John” and “Sarah,” who have recently been promoted to high-level executive positions.  John replaced an executive consultant to work within his company on a full-time basis.  Sarah moved into an executive managerial position in a company that is merging with a firm so she will [...]

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