For CPA firms:

• Guidance in establishing and implementing in-firm Leadership Programs

• Emerging partner training and mentoring

• Managing partner mentoring 

• Guidance in converting from equity based partner buy outs to deferred compensation programs

• Guidance in establishing performance based compensation programs

• Strategy development and implementation guidance

• Succession planning 

• Merger, acquisitions and sales

• Practice management guidance for firms of all sizes

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For companies ​​that work in the CPA profession:

• Strategy development for the CPA profession channel

• Participation on corporate boards and advisory groups 

• Executive and  staff education about the CPA profession; current and emerging trends and how firms serve clients, provide value and generate profits

• Speeches, webinars  and participation at conferences and events 

• White papers, special studies and articles

• Website content development 

• Mentoring and coaching

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For CPA associations and societies:

• Strategy development and thought leadership

• Speeches, webinars and participation at conferences and events 

• White papers, special studies and articles